Family Wealth Partners provides wealth management services, including financial planning and investment management, to individuals, high-net-worth individuals, and small businesses. Financial planning covers areas like cash flow, investments, taxes, insurance, estate, retirement, and education. Investment management is offered on both discretionary and non-discretionary bases, using portfolio models to align with client goals and risk tolerance.
Assets Under Management$100M
Clients171
Advisors2
Avg. per Client$600K
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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