Family Wealth Partners offers investment management services where they make investment decisions for clients based on their financial situation and goals. They also offer financial planning services covering retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. They may also recommend other investment advisors to manage client portfolios. They also offer estate plan coordination services through a third-party platform.
Assets Under Management$390M
Clients266
Advisors6
Avg. per Client$1.5M
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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