Family Investment Center offers investment management, giving advice on various securities. They also provide financial planning, including tax preparation, insurance review, and retirement planning. The firm's investment strategy is usually long-term, but can be short-term. Clients can choose their own broker, but it may limit the firm's ability to negotiate commissions. Tax preparation is generally included in the annual agreement.
Assets Under Management$690M
Clients894
Advisors12
Avg. per Client$770K
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may deviate from this schedule to accommodate unusual circumstances or service needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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