Family Wealth Management (FWM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. FWM creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. FWM also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...