We charge a flat fee that covers all of our services on your behalf. The fee is payable quarterly, is recalculated twice each year, and is computed as a percentage of the investments we are supervising, according to the following fee schedule:
| First $1,000,000 of investment assets | 1.00% per year |
| $1,000,001 but less than $4,000,000 of investment assets | .8% per year |
| Above $4,000,000 of investment assets | .35% per year |
The minimum fee is $6,000 per year. This fee covers all of our services.
Note: The Family Firm's fees may be tax-deductible.
We are a Fee-Only™ firm. More about Fee-Only™ firms.
We understand that not everyone has the financial circumstances or complexity to require our services. If this is true for you, we suggest that you contact the National Association of Personal Financial Advisors (NAPFA) for a list of Fee-Only™ financial planners in your area.
