Financial Gravity Family Office Services provides financial planning and investment management services tailored to client needs. Planning covers cash flow, debt management, investment analysis, employee benefits, college savings, insurance, retirement, tax, and estate planning. Investment management is based on client goals and risk tolerance, often using sub-advisors. The firm also offers pension consulting and educational seminars.
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.