Assets Under Management
$44.4M
Number of Clients
93
Number of Advisors
2
Average Client AUM
$478K
AUM per Advisor
$22.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Family Wealth Advisors provides personalized financial planning and investment advisory services tailored to individual client needs. They identify client goals, risk tolerance, and target rates of return to determine appropriate asset allocation and investment strategies. They utilize proprietary investment models and consult with clients on account performance and suitability.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing Client relationships may currently exist wherein the fees are higher or lower than the fee schedule above.
670 West Shepard Lane, Suite 101, Farmington, UT, 84025