First Family Wealth manages investment portfolios based on individual client needs and risk tolerance. The firm also offers financial planning services on a project basis or through ongoing arrangements, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. First Family Wealth may recommend third-party managers for portfolio management.
Assets Under Management$88M
Clients137
Advisors2
Avg. per Client$640K
Avg. per Advisor$44M
www.firstfamilywealth.com ·www.linkedin.com/company/firstfamilywealth ·www.facebook.com/firstfamilywealth
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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