Family Wealth Partners Concord, Inc (FWP) offers personalized financial planning, wealth coaching, and investment advisory services. FWP reviews clients' financial situations, goals, and objectives to provide advice and track progress. Clients are responsible for notifying FWP of any changes in their financial status. FWP does not have authority to make trades without asking first, nor does it have custody of client funds or securities. Clients interested in asset management are referred to Matson Money, where FWP acts as a co-advisor.
Assets Under Management$39M
Clients139
Advisors2
Avg. per Client$280K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.70% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.30% |
No fee on 100% fixed income portfolio for emergency reserves or donor advised fund for charitable giving. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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