Family Wealth Management provides investment management services and qualified plan consulting to individuals, high net worth individuals, families, trusts, estates, businesses, and charities. The firm creates custom portfolios aligned with client risk tolerance and monitors investment strategy and performance on an ongoing basis. Investment recommendations may include exchange traded funds, mutual funds, domestic and foreign equities, and bonds.
Assets Under Management$23M
Clients74
Advisors1
Avg. per Client$310K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Investment management fees are negotiated and will not exceed 1.75%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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