The Family Offices Global Ventures INC.

Fee-Only (% of Portfolio)

The Family Offices Global Ventures provides investment advisory services to individuals, high net worth individuals, institutions, family offices, and small businesses. The firm reviews and recommends third-party money managers and sub-advisors. They offer separately managed accounts, where the third-party managers make the investment decisions. The Family Offices Global monitors the performance and helps clients choose appropriate managers based on their goals.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

The Family Offices Global Ventures recommends third-party asset managers who charge an advisory fee. The fee and payment schedule are determined by the third-party manager and disclosed in an agreement between the manager, the client, and The Family Offices Global. Fees may be paid quarterly or monthly, in advance or arrears. The Family Offices Global receives a portion of this fee. Management fees can be up to 2%, and there may also be a performance fee of up to 30%, which is split between the third-party manager and The Family Offices Global. All advisory fees are subject to negotiation.

Loading...
Location

1 Advisors at this firm

The Family Offices Global Ventures INC. | TrueAdvisor