Family Retirement LLC offers investment management services on a discretionary or non-discretionary basis, creating customized investment strategies based on client goals and risk tolerance. They use various investment vehicles, including mutual funds and ETFs. They also offer hourly-fee based financial consulting services, including portfolio reviews, cash management, risk management, education funding, retirement planning, estate planning, investment planning, and tax planning.
Assets Under Management$22M
Clients47
Advisors1
Avg. per Client$470K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001, but not greater than 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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