Family Office Research, LLC
Assets Under Management
$580.9M
Number of Clients
119
Number of Advisors
2
Average Client AUM
$4.9M
AUM per Advisor
$290.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Family Office Research offers asset management, financial planning & consulting, and retirement plan consulting. They tailor investment advice to client needs, focusing on open communication and understanding client goals, risk tolerance, and time horizons. They may use third-party managers and emphasize regular account supervision.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fee Estimator
Asset management fees are based on a percentage of assets under management, ranging from 0.25% to 1.50% annually, billed quarterly in advance. Financial planning fees range from $5,000 to $10,000, with a 50% retainer. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 1.5%). Clients also pay transaction charges and other custodial fees. A minimum account balance of $2,000,000 is required for asset management services, but this may be negotiable.
Areas of Practice
Location
7910 Woodmont Ave, Suite 1120, Bethesda, MD, 20814