FamilyWealth Asset Management offers investment management, portfolio supervision, and financial planning services to individuals, high-net-worth families, trusts, estates, and businesses. The firm utilizes a dynamic asset management approach that blends passive, active, and alternative strategies across multiple asset classes to balance risk and return. Clients can choose from several investment options, including mutual fund and exchange-traded fund allocation models, separately managed accounts, and unified managed accounts through the FamilyWealth platform. In addition to investment management, the firm provides comprehensive financial planning, estate planning, business planning, and retirement plan consulting for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Retail clients are charged 1.45% annually. Institutional accounts have a separate tiered schedule starting at 0.80% for accounts between $500,000 and $1,000,000, down to 0.60% for accounts between $5,000,000 and $10,000,000. Fees may be negotiable.