Financial Gravity Family Office Services, LLC
Assets Under Management
$467.2M
Number of Clients
1,745
Number of Advisors
45
Average Client AUM
$268K
AUM per Advisor
$10.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Gravity Family Office Services, LLC offers financial planning and investment management services tailored to client needs. Planning covers cash flow, debt management, investment analysis, employee benefits, financial goals, college savings, insurance, retirement, tax, and estate planning. Investment management is based on individual goals and risk tolerance.
Fee Structure
Asset management fees are charged monthly, in arrears, based on the average daily balance of the account, and will not exceed 2.00% annually. This fee is negotiable. The firm also charges $250 per hour for financial planning, which is also negotiable. Pension consulting services are 1.00% of plan assets, also negotiable. There may be additional charges for data aggregation on retirement plan investments (typically 30 bps per annum). The minimum account size is $25,000, but this is negotiable.
Areas of Practice
Location
2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734