Family Financial Services offers investment management and financial planning services to individuals and high-net-worth individuals. Investment advice is provided on mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, and Treasury inflation-protected bonds. Financial planning covers investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$98M
Clients58
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Family Financial Services manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges from 0.00% to 1.50% of your portfolio's value. The specific fee is negotiable and outlined in the Investment Advisory Contract.
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