Founder Family Financial offers wealth management services including financial planning, investment management, and family office services. Investment advice is tailored to each client's needs and objectives. They offer both discretionary and non-discretionary investment management. They also provide financial planning and consulting services on a stand-alone basis.
Assets Under Management$320M
Clients123
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$320M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
The advisory fee is negotiable, depending on individual client circumstances. In limited circumstances, they may charge performance-based fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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