Family Wealth Strategists, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Wealth Strategists, LLC is a newly formed registered investment adviser that provides discretionary investment management and written financial planning services to individuals and high-net-worth individuals. The firm emphasizes continuous personal client contact and may implement portfolios directly or through turnkey asset management programs (TAMPs).
The adviser’s investment process is primarily long-term and fiduciary-focused, using fundamental analysis augmented by regime analysis, quantitative methods, qualitative review, and scenario testing to set asset allocation and monitor positions. Portfolios are typically constructed with low-cost mutual funds and ETFs but may include individual stocks, bonds, options, alternative investments and, when appropriate, leveraged or inverse products, with discretionary authority to buy, sell, or rebalance to meet client objectives.
Distinctive features include that the firm reported no assets or clients at the time of its ADV filing yet has institutional platform access (including AssetMark) and the ability to refer clients to or implement strategies through TAMPs and related back-office services. The principal holds an Accredited Investment Fiduciary (AIF) designation, has a passive ownership interest in an entity associated with a turnkey platform, and offers hourly financial planning engagements—characteristics that differentiate it from many solo independent advisers.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Up to $400 per hour, negotiable based on services and relationship
Main office
20101 SW Birch Street, Suite 210
Newport Beach CA 92660
Advisors at this office
1
Most active in
California
Also doing business as
Family Wealth Strategists · Family Wealth Strategists, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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