Family Investment Advisory, LLC provides investment management services to individuals, trusts, and estates. The firm works with clients to create personalized portfolios based on their goals, risk tolerance, and time horizon. Investments may include certificates of deposit, bonds, exchange traded funds, mutual funds, options and stocks.
Assets Under Management$1.4M
Clients7
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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