Family CFO provides investment management and planning advice to individuals, trusts, and estates. They offer both discretionary and non-discretionary investment advisory services, tailoring their approach to each client's specific needs and situation. Family CFO focuses on reviewing a client's overall financial picture, including income tax situation, assets, and cash flow, to develop suitable investment strategies.
Assets Under Management$160M
Clients46
AdvisorsN/A
Avg. per Client$3.4M
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
These fees apply only to the equity portion of the portfolio. Fixed income is charged 0.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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