Family Fiduciary Services, Inc. (FFSI) offers investment management services on a discretionary basis to individuals, high net worth individuals, corporations, trusts, and foundations. FFSI works with clients to determine their investment objectives and risk tolerance to create an optimal asset allocation. FFSI may also serve as a trustee and offer bill paying and tax organization services.
Assets Under Management$200M
Clients94
Advisors6
Avg. per Client$2.2M
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable. Higher fees (1.50%) apply when also serving as a trustee and/or providing bill paying and tax organization services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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