Family and Money Matters provides ongoing comprehensive financial planning and investment management services primarily for high-net-worth individuals and families. The firm helps clients align their money with their goals and values by analyzing cash flow, debt, insurance, employee benefits, retirement planning, investments, college savings, and estate planning. Family and Money Matters offers continuous portfolio management, often utilizing third-party platform managers or sub-advisors to construct diversified, passive investment portfolios using index mutual funds and exchange-traded funds. Clients can also request limited scope, project-based financial planning to address specific questions or financial topics. Led by founder and Certified Financial Planner Elaine King, the firm emphasizes personalized guidance, education, and strict adherence to acting in each client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard advisory fee is 1.00% of assets under management. For held-away assets, the fee is 0.50%. When using third-party managers, the fee is typically 1.25% including their charges. Fees are negotiable.