Brittany Genzale is a registered investment advisor at Tfo Family Office Partners, based in Phoenix, AZ, with 20 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 292 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Family Office Partners charges a percentage of your portfolio for investment management and family office services, up to a maximum of 1.25% per year. The exact percentage depends on the size and complexity of your account and the services you need. Fees are negotiable. Related family accounts can be combined for fee calculation. For retirement plan services, the annual fee also ranges up to 1.25% of the plan's assets and is negotiable.
Location
5060 North 40th Street, Suite 200, Phoenix, AZ, 85018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tfo Family Office Partners
Previous Registrations
Genspring Family Offices, LLC
Inlign Wealth Management, LLC
State Registrations2 states
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