Family Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals, families, and businesses. Family Wealth Advisors helps clients build customized portfolios using proprietary investment models and globally diversified exchange-traded funds and mutual funds. In addition to investment management, Family Wealth Advisors offers comprehensive financial planning covering retirement and financial independence, tax strategies, estate planning, risk management, education funding, and cash flow management. Family Wealth Advisors tailors its services to each client's specific goals, risk tolerance, and time horizon.
Assets Under Management$45M
Clients77
Advisors2
Avg. per Client$590K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing client relationships may have higher or lower fees than the current schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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