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Family Wealth Partners, Llc
Matthews, North Carolina
Family Wealth Partners, LLC is a distinguished investment advisory firm located in Matthews, NC. With a single office, this small yet highly capable company boasts a team of seven dedicated professionals, four of whom specialize in providing expert investment advisory services. Each investment advisor at Family Wealth Partners, LLC oversees an impressive average of approximately $39,850,000 in assets under management. The firm's compensation structure is comprehensive, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges.
While 401K and individual accounts make up less than 30...see more
Assets Under Mgmt
$159.39M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other: ADVISORY CONSULTING
Reviews for Family Wealth Partners, Llc
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