Kathleen Grace is a CFP-designated registered investment advisor at Fiduciary Family Office, LLC, based in Boca Raton, FL, with 24 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 45 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Family Office charges an annual fee for investment management based on the amount of assets managed. This fee typically ranges from 0.50% to 1.50%, depending on the size and composition of your portfolio, the type and amount of services, and who provides the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may also charge a fixed fee for wealth management services.
Location
150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen owns Excelsior Capital Holdings LLC and is an author, writer, and speaker. She spends minimal time writing and promoting her book.
Employment History
Current Registrations
Fiduciary Family Office, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Excelsior Capital Advisors, LLC
Carl Domino INC.
Rsm Mcgladrey, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.