Family Wealth Leadership offers investment advice and manages portfolios for clients based on their individual needs and goals. They use model portfolios and also select and monitor third-party money managers. FWL also provides financial planning services, covering areas like retirement, taxes, insurance, and estate planning. They also offer consulting services on specific financial topics and family wealth coaching.
Assets Under Management$52M
Clients58
Advisors2
Avg. per Client$890K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10M+ | 0.65% |
A minimum of $1,000,000 of assets under management is required for this service and the minimum fee is $1,000.00 per month. This account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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