The Private Family Advisors provides financial planning and investment management services. Financial planning includes initial and ongoing advice. Investment management involves designing, constructing, and managing investment portfolios. They also offer bundled services that combine financial and tax planning with investment management and estate planning. Legal advice and tax preparation are provided through contracts with other firms.
Assets Under Management$64M
Clients57
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees are negotiable. The firm also offers bundled services at a higher rate: First $500,000: 1.35%, $500,001-1,000,000: 1.15%, $1,000,001-2,000,000: 1.05%, $2,000,001-3,000,000: 1.00%, assets above $3,000,000: 0.85%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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