FAMILY WEALTH STRATEGISTS, LLC

Overview

Family Wealth Strategists, LLC is organized as a limited liability company owned by an individual and operates as an advisor focused on financial planning and portfolio management for individuals and small businesses. The firm lists selection of other advisers among its core activities, indicating it commonly sources or allocates client assets to outside managers rather than exclusively running all strategies in-house. Compensation is charged via a percentage of assets under management and through hourly fees. Regulatory and operational details in the record are minimal: the SEC registration year is not recorded, the adviser is not designated as a multi-state adviser, and it is not identified as a pension consultant or a related adviser. The firm does not identify itself as an active ESG investor.

Investments & Alternatives