FAMILY WEALTH ADVISORS

Overview

Family Wealth Advisors is an independent, individual-owned registered investment adviser that serves both high-net-worth individuals and family clients as well as institutional relationships. The firm operates as a capital allocator, charging a mix of percentage-of-AUM and fixed fees for its services. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. The firm lists pension consulting services among its advisory activities but is not designated as a pension consultant. Family Wealth Advisors also engages in other financial product sales activities and reports industry roles that include sponsor, general partner, and managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives