Family Financial is a registered investment advisor founded in 2021 and based in Manhattan Beach, California. Family Financial offers customized wealth management solutions, which include continuous portfolio management, investment strategy design, asset allocation, and ongoing supervision. Family Financial builds portfolios primarily using exchange-traded funds and mutual funds, while also utilizing individual stocks, bonds, and digital currency when appropriate. In addition to managing investments, Family Financial provides comprehensive financial planning services covering areas such as retirement planning, personal savings, education savings, and insurance needs. The firm serves individuals, high-net-worth individuals, families, trusts, estates, and small businesses, acting as a legally required fiduciary to put clients' best interests first.
Fee Structure
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 at the advisor's discretion. Minimum annual fee of $12,000 applies.