The Private Family Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Private Family Advisors, LLC serves individual and high‑net‑worth clients, along with trustees, charities and, when appropriate, corporations, providing financial planning, portfolio construction and ongoing investment management. The firm operates on a fee‑only basis and offers bundled services that coordinate investment advice with tax planning, 1040 preparation through an engaged tax preparer, and estate‑planning support.
Investment work is grounded in a Modern Portfolio Theory framework that combines active and passive strategies, and the firm provides discretionary, non‑discretionary and advisement relationships. It advises on accounts it cannot execute trades for and includes assets held under advisement in its reporting and fee base, with account reviews at least quarterly and semi‑annual client meetings.
A notable distinction is that a principal of the firm is a licensed attorney and the advisory firm contracts with an affiliated law practice for legal advice and document preparation, while the advisory entity itself does not provide legal services and encourages clients to compare counsel. The firm is a small, supported team that managed approximately $80.7 million on a discretionary basis and $1.7 million non‑discretionary as of March 30, 2024 across roughly 53 clients, which shapes its integrated approach to financial, tax and estate coordination.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001+: 0.50%
Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000, may be waived in certain situations Fee-only: Yes, firm is fee-only investment advisor
Main office
2001 S. Big Bend Blvd
St. Louis MO 63117
Advisors at this office
2
Most active in
Missouri
Also doing business as
The Private Family Advisors, LLC · Zitko Financial Services, LLC · Zitkovigil, 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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
Advisors at this firm
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