Family Wealth Planning Partners (FWPP) offers personalized investment advice and financial planning services. FWPP's services include investment management, financial planning, and consulting. FWPP's recommendations are based on your specific needs and goals. Investment strategies may vary among advisors within the firm. FWPP also provides referrals to third-party asset managers.
Assets Under Management$200M
Clients739
Advisors4
Avg. per Client$270K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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