Family Financial offers wealth management and financial planning services. They work with clients to understand their goals, risk tolerance, and financial situation to create a customized investment portfolio using ETFs, mutual funds, and individual securities. They also offer financial planning services covering investment planning, retirement planning, and insurance needs. Family Financial may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$230M
Clients127
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$120M
Fee Structure
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may be negotiable. Minimum annual fee of $12,000, billed in $3,000 quarterly payments, may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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