Biltmore Family Office offers wealth management services to high-net-worth individuals, families, and related entities with investable assets of $10 million or more. Biltmore's services include family balance sheet development, cash flow analysis, asset/liability management, investment management, estate & tax planning review, insurance review, fiduciary administration, and family governance & education. Biltmore manages investments through internal selection, third-party managers, and private investment funds.
Assets Under Management$3.2B
Clients83
Advisors14
Avg. per Client$38M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$10M
Planning is included in investment management
Minimum Annual Fee:$100,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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