Family Tree Wealth Advisors provides ongoing investment management based on individual client goals and risk tolerance. They create an investment policy statement for each client. FTWA also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. FTWA tailors programs for each client and takes a holistic approach, gathering data on the entire family situation.
Assets Under Management$12M
Clients24
Advisors1
Avg. per Client$500K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.85% |
| $1.5M - $4.0M | 0.70% |
| $4.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are not negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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