Your Family Matters, LLP provides ongoing portfolio management based on your individual goals and risk tolerance. Financial planning is included for portfolio management clients, covering topics like life insurance, taxes, retirement, college, and debt. Clients can also choose a Platinum Service package that includes in-depth tax and estate planning. Standalone financial planning is available for a one-time fee.
Assets Under Management$8.4M
Clients35
Advisors1
Avg. per Client$240K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is the fee for standard portfolio management. Platinum Services have a different fee schedule: $250,000 - $1,000,000: 1.50% per year; $1,000,001 - $5,000,000: 1.00% per year; $5,000,001 and up: 0.75% per year. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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