Family Office Investment Advisory acts as a sub-advisor, managing individually tailored investment portfolios on behalf of other registered investment advisors rather than directly serving retail individual clients. Founded in 2026 and based in Scottsdale, Arizona, the firm allocates assets across mutual funds, exchange-traded funds, and liquid alternative investments using fundamental, technical, cyclical, and charting analysis. The firm operates on a discretionary basis, meaning it makes investment trades on behalf of portfolios without needing prior approval for each trade. Because Family Office Investment Advisory works primarily with other financial professionals as primary advisors, individual investors do not directly hire or interact with the firm for personal financial planning or direct account management.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Annual management fee ranges between 0.10% and 0.20% depending on portfolio size, composition, and required support.