Founder Family Financial, operating as F3 Financial, is a registered investment advisor based in Austin, Texas, offering discretionary and non-discretionary investment management, family office and wealth planning, and standalone financial planning. Founder Family Financial builds personalized investment portfolios based on each client's goals and risk tolerance, with continuous monitoring and rebalancing. The firm also offers comprehensive family office services covering investment allocation, reporting, cash flow monitoring, integrated tax and estate planning, family education, philanthropy, and risk management. Standalone financial planning and consulting services range from broad comprehensive plans to single-subject advice. Founder Family Financial specializes in working with individuals, families, trusts, estates, and business owners, and can coordinate multi-generational wealth strategies.
Fee Structure
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% |
Advisory fees are negotiable. Household accounts may be combined for breakpoint discounts. Firm also offers performance-based fee arrangements for qualified clients.