WE Family Offices primarily uses flat fee compensation arrangements, with a minimum fee of $200,000. These fees range from $250,000 to over $1,000,000 based on net worth. Some clients who signed agreements with predecessor firms pay an annual wealth management fee based on a percentage of assets under advisement (AUA), ranging from 0.45% to 1.50%, decreasing as AUA increases. They also offer wealth diagnostic services for a flat fee of $50,000 to $100,000.
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134
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