Family Wealth Advisory Group (FWAG) offers personalized wealth management, financial planning, and investment management services to individuals, high net worth individuals, trusts, and estates. FWAG is a fee-only firm and does not sell financial products or accept commissions. Investment advice is provided with or without the client making the final decision on investment selection. FWAG does not act as a custodian of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The minimum annual fee is $6,500. FWAG also offers investment supervisory services where the annual fee is 1.00% of the assets under supervision. There is no minimum annual fee for this service. FWAG also offers a growing investor advisory service for selected individuals under the age of thirty (30) whose circumstances are such that full ongoing Wealth Management Services are not yet required but anticipated in the future. The cost of the growing investor advisory service is a flat monthly fee of $125.00.
