Bespoke Family Advisors is an independent wealth management firm that provides continuous investment management and personalized financial planning services for individuals, families, charitable organizations, and businesses. Bespoke Family Advisors builds customized portfolios using individual stocks, bonds, mutual funds, Exchange-Traded Funds, and outside money managers, while tailoring investments to client goals and risk tolerance. For financial planning, Bespoke Family Advisors offers ongoing and project-based engagements covering retirement planning, tax strategies, estate planning, cash flow management, business consulting, college savings, and employee benefits optimization. The firm operates as a fee-only practice, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.