Fi3 Financial Advisors is a fee-only registered investment advisor and multi-family office. Fi3 provides investment advice using both active and passive investment management. Fi3 acts as a Family CFO, supporting families by identifying, analyzing, managing, and executing strategies and solutions to help them meet their financial and personal goals. Fi3 collaborates with other professional advisors to implement plans and integrates wealth planning, investment consulting, and family leadership.
Assets Under Management$930M
Clients242
Advisors12
Avg. per Client$3.8M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5.0M - $15.0M | 0.45% |
| $15.0M - $30.0M | 0.35% |
| $30M+ | 0.25% |
The value of nontraditional assets such as real estate, private equity, hedge funds and other alternative investments may be included for purposes of calculating our advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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