Investamily, LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Financial planning is included as a complimentary service with portfolio management, covering areas like retirement, college, and debt planning. Investamily, LLC generally advises on mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, and other securities.
Assets Under Management$2.3M
Clients7
Advisors2
Avg. per Client$330K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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