Emily Bolick is a CFP-designated registered investment advisor at Tfo Family Office Partners, based in Phoenix, AZ, with 12 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 292 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Family Office Partners charges a percentage of your portfolio for investment management and family office services, up to a maximum of 1.25% per year. The exact percentage depends on the size and complexity of your account and the services you need. Fees are negotiable. Related family accounts can be combined for fee calculation. For retirement plan services, the annual fee also ranges up to 1.25% of the plan's assets and is negotiable.
Location
5060 North 40th Street, Suite 200, Phoenix, AZ, 85018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Emily is a member of the Young Professional Board at Treasure House, attending quarterly meetings and volunteering at fundraising events. This activity, which is not investment-related, requires minimal time each month.
Employment History
Current Registrations
Tfo Family Office Partners
State Registrations2 states
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