Family Wealth Advisors
Assets Under Management
$44.4M
Number of Clients
93
Number of Advisors
2
Average Client AUM
$478K
AUM per Advisor
$22.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Family Wealth Advisors offers personalized financial planning and investment advisory services tailored to individual client needs. They determine investment strategies based on client objectives, risk tolerance, and financial information. The firm manages approximately $44.4 million in assets for 91 clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing Client relationships may currently exist wherein the fees are higher or lower than the fee schedule above.
Fee Estimator
Financial planning services are billed at $150 per hour for a written financial plan. Investment advisory fees are based on a percentage of investable assets, billed quarterly in advance. The fee schedule is 1.00% on the first $2,000,000, 0.80% on the next $3,000,000 (from $2,000,001 to $5,000,000), and 0.60% on assets above $5,000,000. Existing client relationships may have higher or lower fees. Fees are separate from custodian and investment expenses.
Areas of Practice
Location
670 West Shepard Lane, Suite 101, Farmington, UT, 84025