Your Family Matters manages investment portfolios and offers comprehensive financial planning services for individuals and high-net-worth clients. The firm provides discretionary portfolio management, tailoring investment strategies based on each client's goals, time horizon, and risk tolerance. Financial planning services—including retirement planning, tax planning and preparation, estate planning, and insurance planning—are either included complimentary with standard portfolio management or available as part of their comprehensive Platinum Services package. Standalone financial planning is also offered on a project or hourly basis for clients seeking specific advice. Your Family Matters primarily utilizes mutual funds, exchange-traded funds, fixed income securities, equities, and annuities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Standard portfolio management is charged at 1.00% (with a $1,000 minimum). The Platinum Services package offers tiered rates starting at 1.50% for accounts from $250,000 to $1,000,000, dropping to 1.00% up to $5,000,000, and 0.75% above $5,000,000. Fees may be negotiable.