Family Wealth Strategists offers customized investment advisory and financial planning solutions tailored to individuals and high-net-worth individuals. Family Wealth Strategists acts as a fiduciary, focusing on long-term investment strategies primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds. In addition to portfolio management, Family Wealth Strategists provides comprehensive financial planning encompassing asset allocation, cash flow planning, retirement income planning, tax strategies, estate planning, and risk analysis. The firm operates on a fee basis, charging a percentage of assets under management for portfolio supervision and hourly rates for financial planning projects. Family Wealth Strategists does not impose a minimum relationship size for opening an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor. Aggregate assets under management with the firm are taken into consideration.