Family Office Advisors LLC provides comprehensive wealth management counsel to families, trusts, and individuals. They analyze clients' financial circumstances, lifestyle, risk tolerance, and investment preferences to develop long-term investment plans. FOALLC collaborates with and oversees other professionals for portfolio management, legal documents, and insurance. They tailor advice to clients' unique situations and do not impose restrictions on investment choices.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts above five million dollars. Minimum fee of $15,000 per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...