Financial Trust Asset Management Chartered's Form ADV discloses 1.25% on the first $2 million, 1.00% on the next $3 million, and negotiable rates above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #108998), Financial Trust Asset Management Chartered is subject to fiduciary duty under federal law.
Financial Trust Asset Management Chartered is headquartered in BOCA RATON, FL.
Financial Trust Asset Management Chartered serves 49 high-net-worth clients according to their SEC filing dated August 3, 2026. View client details ↓
According to their SEC Form ADV, Financial Trust Asset Management Chartered offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Financial Trust Asset Management Chartered manages $142 million in client assets according to their SEC filing dated August 3, 2026.
According to their SEC Form ADV, Financial Trust Asset Management Chartered serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓