FFO Investments LLC
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About
FFO Investments LLC provides both discretionary portfolio management and non-discretionary advisory services as part of an integrated fractional family office offering to individuals, families, trusts, estates, business entities, and entrepreneurs. Services described in the brochure include investment management, wealth coordination and financial planning, tax and entity-structuring coordination, insurance planning, alternative investment analysis, and ongoing financial oversight.
The firm typically governs client relationships under a unified Master Service Agreement to coordinate multiple advisory disciplines and may deliver services through either bundled wrap-fee portfolios or separate retainer-based family office engagements. FFO frequently collaborates with clients’ external professionals (CPAs, attorneys, custodians and third‑party sponsors) and provides both discretionary trading authority for managed accounts and non‑discretionary recommendations for specialty or alternative investments.
Distinctive features in the brochure include the firm’s role as a wrap fee program sponsor and its explicit emphasis on an expanded fractional family office model governed by an MSA, which the firm presents as an alternative to isolated advisory engagements. The firm also discloses regular sourcing and referral of alternative investments (such as equipment leasing, oil & gas and film investments) and affiliated insurance activities, and notes multiple compensation streams and compliance processes to address the resulting conflicts of interest; additionally, a large share of client assets are described as managed on a non‑discretionary basis.
Client services
Expertise
Occupation focus
Fee options
Insurance commissions vary; referral/placement fees from third-party sponsors vary
Monthly family office retainer generally ranges from $5,000 to $20,000+ per month; onboarding fee typically ranges from $15,000 to $50,000
Account minimum: $1,000,000
Main office
1208 E. Kennedy Blvd, Suite 222
Tampa FL 33602
Advisors at this office
9
Most active in
California · Delaware · Florida · Georgia · New Jersey · New York · Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
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