Assets Under Management
$757.8M
Number of Clients
205
Number of Advisors
N/A
Average Client AUM
$3.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
The Family Firm provides continuous financial planning and investment management services to individuals and families. They use a financial model to understand clients' financial pictures, evaluate strategies, and help clients understand the implications of their decisions. Investment management is designed to support financial goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.80% |
| $4M+ | 0.35% |
Fees are negotiable in some cases. Minimum fee is $6,000 per year.
4800 Hampden Ln, Suite 520, Bethesda, MD, 20814