Family Wealth Partners Concord offers individualized investment advisory, financial planning, and wealth coaching services. Family Wealth Partners Concord reviews clients' present financial situations, goals, objectives, and time horizons to design custom investment and risk-management strategies. The firm focuses heavily on asset allocation and diversification, primarily utilizing structured funds and programs through Matson Money while also working with other third-party custodians and providers. Family Wealth Partners Concord operates on a non-discretionary basis, meaning all trades and implementation actions must be discussed and approved in advance by the client. In addition to investment and financial planning services, Family Wealth Partners Concord provides advice and sales for insurance products, such as life, disability, and long-term care insurance, as well as fixed annuities and real estate investment trusts.
Fee Structure
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% |
Fees are not negotiable. 100% fixed income portfolios for emergency reserves and donor-advised funds are charged 0.00%.