Family Office Research manages investment portfolios and offers financial planning and consulting for individuals, families, trusts, and businesses. Founded in 2010 and based in Bethesda, Maryland, the firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and private investments. Portfolios are reviewed at least quarterly, and the firm requires client approval before making any trades or rebalancing accounts. In addition to investment management, Family Office Research provides financial planning covering retirement, estate planning, charitable giving, education funding, tax strategies, and real estate analysis. The firm also offers retirement plan consulting services to employer plan sponsors. Family Office Research acts as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Account minimum is $2,000,000, though this requirement may be negotiable in certain circumstances.