Family Office Research offers investment advice and financial planning to individuals, families, and other clients. Services include asset management, financial planning, and retirement plan consulting. For asset management, they create tailored portfolios and review them regularly. Financial planning covers areas like retirement, estate, and tax planning. They may also refer clients to other specialists.
Assets Under Management$580M
Clients119
Advisors3
Avg. per Client$4.9M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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