Physician Family Financial Advisors provides financial planning, investment guidance, and account management services to help physician families achieve financial security. Financial planning involves advice on reaching financial goals. Investment guidance is advice on specific securities for self-managed accounts. Account management involves the firm making investment decisions for client accounts. Physician Family generally recommends passively-managed or index mutual funds and ETFs.
Fee Structure
Physician Family offers account management services where they choose and transact securities for you. They primarily recommend Schwab and Altruist for accounts they manage and Betterment for sub-advised accounts. The fees for account management are part of a monthly membership fee, which also covers the cost of Betterment's sub-advisory services.