Financial Gravity Family Office Services offers personalized financial planning and investment management services. Financial Gravity Family Office Services helps clients navigate various areas of their financial lives, including monthly cash flow management, debt and loan optimization, investment analysis, employee benefits, college savings, insurance reviews, retirement planning, tax strategies, and estate planning. Financial Gravity Family Office Services constructs tailored investment portfolios and often recommends managed account programs through third-party managers or an affiliated firm, Financial Gravity Asset Management. Financial Gravity Family Office Services works with individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged monthly in arrears based on average daily balance and will not exceed 2.00% annually. Fees are negotiable.