FamilyWealth Advisers, LLC offers comprehensive wealth management solutions through investment advisor representatives. The firm provides portfolio management, asset allocation strategies, and financial planning services for individuals, high-net-worth clients, trusts, estates, and small businesses. FamilyWealth Advisers utilizes an integrated technology platform and can manage accounts on both discretionary and non-discretionary bases. The firm blends passive, active, and alternative investment strategies to balance risk and return. In addition to investment management, the firm offers retirement plan consulting, insurance recommendations, and specialized services such as turnkey asset management program models through an affiliated advisor. FamilyWealth Advisers focuses on long-term capital growth, risk management, and holistic wealth oversight.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Retail clients are typically charged 1.45% (up to 2.00% for certain strategies). Institutional fee schedule shown starts at $500,000. Additional platform fees (0.05% to 0.30%) and separate account manager fees (0.10% to 0.35%) may apply.