Familywealth
Assets Under Management
$346.3M
Number of Clients
367
Number of Advisors
13
Average Client AUM
$944K
AUM per Advisor
$26.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FamilyWealth Advisers (FWA) provides investment advice, portfolio management, and other financial services to a diverse clientele. FWA utilizes the FamilyWealth™ Platform to offer IARs a comprehensive view of client portfolios, risk management techniques, and a broad range of investment options. Dynamic asset management is a cornerstone of FWA’s investment philosophy, allowing for flexible investment strategies across asset classes. FWA manages accounts on both a discretionary and non-discretionary basis.
Fee Structure
This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.
Areas of Practice
Location
255 Primera Blvd, Suite 160, Lake Mary, FL, 32746