Whole Family Financial Services provides financial planning and portfolio management. Planning covers cash flow, education funding, retirement, risk management, estate, and tax planning. Portfolio management is offered on a non-discretionary basis, meaning clients approve all transactions. The firm works with individuals, high net worth individuals, and small businesses.
Assets Under Management$58M
Clients74
Advisors1
Avg. per Client$790K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. For American Funds assets held direct, the annual fee is 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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