818 Family Office provides financial planning, consulting, and investment management services. Planning covers business, trust and estate, insurance, retirement, tax, cash flow, and education. Investment management is tailored to client needs, allocating assets among mutual funds, ETFs, structured notes, annuities, alternative investments, and third-party managers. Clients can impose investment restrictions, and 818 Family Office will contact clients at least annually to determine whether there have been any changes in a client's personal financial circumstances, investment objectives and tolerance for risk.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.