Family Wealth Advisors offers personalized financial planning and investment advice. Financial planning covers retirement, estate, tax, education funding, and debt management. Investment advice is tailored to individual needs, considering goals, risk tolerance, and return expectations. The firm uses proprietary investment models and independent custodians like Charles Schwab.
Assets Under Management$44M
Clients93
Advisors2
Avg. per Client$480K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing client relationships may have higher or lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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