Family and Money Matters (FAMM) provides financial planning and investment management services. Financial planning includes creating a plan covering areas like net worth, cash flow, insurance, retirement, college, and estate planning. FAMM also manages investment portfolios, tailoring them to individual client needs and goals. FAMM may use third-party managers for portfolio management. FAMM primarily uses passive investment strategies.
Assets Under Management$22M
Clients15
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard advisory fee. Fees are negotiable. When a TAMP is used, the advisory fee will be 1.25% which includes any advisory fees charged by the TAMP. For held away investment assets that FAMM provides ongoing supervision and advice on but do not manage directly, FAMM charges 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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