Family Ai! Financial (FAF) offers investment management and financial planning services. FAF develops investment plans based on client goals and manages portfolios on a discretionary basis. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. FAF offers ongoing and project-based financial planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment Management is available for Clients participating in our Ongoing Financial Planning service. The fee is negotiable. Our minimum annual fee is $10,000. At no point will the fee deducted from managed accounts exceed 2% of assets under management.