Family Financial Solutions Group offers investment advisory services, managing portfolios based on clients' objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities like stocks, bonds, mutual funds, and partnerships. Investment advice is tailored to individual client needs and restrictions. Family Financial does not manage wrap fee programs.
Fee Structure
Family Financial Solutions Group charges a monthly investment advisory fee based on the value of your portfolio. The annual fee ranges from 0.5% to 2.0%, depending on the investment strategy's complexity and the size of your account. Fees may be negotiable. The custodian will deduct fees directly from your account and send you statements.