The Family Firm, INC.
Assets Under Management
$757.8M
Number of Clients
205
Number of Advisors
N/A
Average Client AUM
$3.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Family Firm offers financial management designed to help clients reach their goals and achieve financial security. Services include financial planning and investment management based on unique circumstances. They prepare and maintain a financial model to understand the client's financial picture, evaluate strategies, and help clients grasp the implications of their decisions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.80% |
| $4M+ | 0.35% |
Minimum annual fee of $6,000. Fees are negotiable in some cases.
Fee Estimator
The annual fee is based on a percentage of the market value of the assets managed. The fee is 1% on amounts up to $1,000,000, 0.8% on amounts from $1,000,001 to $4,000,000, and 0.35% on amounts above $4,000,000. Fees are recalculated twice a year and billed quarterly in advance. The minimum annual fee is $6,000. Hourly fees for additional services are $150 per hour. Fees are negotiable in some cases.
Areas of Practice
Location
4800 Hampden Ln, Suite 520, Bethesda, MD, 20814