Custos Family Office is an investment management firm specializing in advisory services for individuals, high net worth individuals, charitable organizations, foundations, trusts, and estates. Custos manages accounts on a discretionary and non-discretionary basis, allocating assets among equities, ETFs, mutual funds, and debt securities. They also offer financial planning services, covering estate, income tax, charitable giving, cash flow, wealth transfer, and family legacy objectives. Custos may utilize third-party money managers and provides consulting services on various financial topics.
Fee Structure
Custos Family Office charges a fee for investment management services, including advisory services, trade execution, and account maintenance. The fee is calculated monthly based on the average daily value of your portfolio. The maximum investment management fee is 1.50% annually. Fees may be negotiable based on account size, portfolio complexity, or other factors. Certain high net worth clients may be billed one flat fee in the event that the client would engage in multiple advisory services offered by Custos. Custos also offers a performance-based fee structure for qualified clients.