Blended Family Financial operates as a registered investment advisor offering comprehensive wealth management and financial planning services. The firm uses a proprietary planning process to help clients clarify goals, evaluate financial choices, and build tailored strategies. Services include ongoing portfolio management, retirement planning, tax planning coordination, estate planning reviews, cash flow management, and multi-generational legacy planning. Blended Family Financial caters to various household types, including blended families, through structured service packages such as Foundation Builder, Life Builder, and Legacy Builder. The firm emphasizes a passive, long-term buy-and-hold investment approach utilizing stocks, bonds, mutual funds, and exchange-traded funds, and has the capability to manage held-away accounts like retirement plans through specialized third-party systems. Clients are not required to maintain a specific minimum portfolio size, though minimum annual fees apply based on the chosen service package.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.30% |
Certain fee-based insurance or annuity products may be billed at a reduced annual rate of 0.55%.