Family CFO Inc. offers personalized financial planning and investment management. This includes helping you determine your financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan your estate. Family CFO acts as a fee-only advisor, meaning the firm doesn't sell financial products or receive commissions. They can make investment decisions for you without asking in advance, but you always maintain control of your assets.
Assets Under Management$290M
Clients53
Advisors1
Avg. per Client$5.5M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$18,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be waived at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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