Class VI Family Office offers wealth planning and investment management services to business owners, executives, and entrepreneurs. Class VI Family Office helps clients with financial planning, investment analysis, and portfolio management. The firm works with clients to understand their financial situation, investment goals, and risk tolerance. Class VI Family Office also offers consulting services on a limited basis for specific areas of concern, such as estate planning or real estate.
Assets Under Management$1.5B
Clients201
Advisors8
Avg. per Client$7.5M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client. In certain circumstances, our fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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