Family CFO, LLC (FCFO) offers financial planning and investment management services. FCFO provides non-discretionary asset management, meaning clients make the final investment decisions. FCFO also offers ongoing financial planning and consulting, covering topics like estate planning, investments, taxes, and retirement. Managing Member Preston Zapffe is also a licensed insurance and real estate agent, which could create a conflict of interest.
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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. If margin is utilized, the fees will be billed based on the net asset value of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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