Family Wealth Consultants manages private investment funds, specifically the FWCG Opportunity Fund and the FWCG Diversified Alternative Income Fund. The firm focuses on generating capital appreciation and income by investing primarily in private partnerships managed by experienced managers. Family Wealth Consultants tailors its strategies based on each client's financial objectives, risk tolerance, and liquidity needs. The firm works exclusively with accredited investors and qualified purchasers who meet specific wealth and income standards.
Assets Under Management$17M
Clients2
Advisors2
Avg. per Client$8.4M
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rates vary by fund. The FWCG Opportunity Fund charges up to 1.5% annually plus a 10% profit incentive fee. The FWCG Diversified Alternative Income Fund charges a flat annual fee of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...