Fee Transparency +
No Commissions
FamilyWealthTM believes in full transparency and accountability for our fees. Through process automation provided by our fintech platform, we are able to provide a higher value and service level than most for lower fees.
FamilyWealthTM Fee Structure
Family CIO Fees
Asset Management Platform Fees
How We Are Different?
Representative as Portfolio Manager
With portfolio management tools, enhanced trading modules, and extensive research capabilities, our advisers are able to tactically manage client portfolios and take an active role in their success.
The RetireRight StrategiesTM are Managed Volatility portfolios composed of underlying ETFs, individual securities, alternative assets, and mutual funds. By using a disciplined and forward-looking investment strategy, we build risk-based portfolios to align with your investing needs.
