Family Office Advisors LLC

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Family Office Advisors LLC (FOALLC) is a Registered Investment Advisor providing comprehensive wealth management counsel to families, trusts, and individuals. They function as a multi-family office, collaborating with other professionals to implement financial plans. FOALLC focuses on overall planning, asset allocation, and monitoring investment performance.

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5M+1.00%

Fee is negotiated for amounts above five million dollars.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$15,000
Financial Plan Fee:$300 - $700

The annual fee for family office services is 1% of the first $5 million of investable assets, with a minimum fee of $15,000. Fees for amounts above $5 million are negotiable. Clients may also be subject to additional fees from brokers, portfolio managers, custodians, or other financial intermediaries. Special projects are undertaken at negotiated rates.

Areas of Practice
Financial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
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Location

35 West 31st Street, Store 1 #4054, New York, NY, 10001

1 Advisors at this firm