Your Family Matters, LLP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,737,430
Clients
84
Advisors
1
of 3 employees
About
Your Family Matters, LLP provides discretionary portfolio management and financial planning primarily for individual clients, offering standalone planning and an optional Platinum package that integrates tax planning, estate planning, and insurance planning. The firm reports about $12.8 million in assets under management across 84 client accounts and operates with a single registered adviser.
Investment decisions are made under written Investment Policy Statements and guided by fundamental, quantitative, technical analysis and modern portfolio theory, with a general emphasis on long-term/passive strategies. Financial planning is complimentary for portfolio management clients, while standalone planning is available on an hourly or fixed-fee basis.
Distinctive aspects include that a supervised person associated with the firm is a licensed insurance agent who may receive commissions for insurance and annuity sales; the brochure discloses this conflict and states clients may purchase recommended insurance elsewhere. The firm requires clients to custody assets at a designated institutional custodian (Schwab) and receives related services from that custodian; its recent formation (2024) and small scale inform a centralized, single-adviser review and service model.
Client services
Expertise
Fee options
Negotiable fixed fee between $3,500 and $7,000 for standalone financial planning with more than $1 million in assets
$1,000+: 1.00% $250,000 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Insurance sales commissions received by licensed agent (not primary source of firm revenue)
Negotiable hourly fee between $130 and $250 for standalone financial planning under $1 million in assets
Account minimum: $500,000
Main office
1655 Wynne Road, Suite 103
Cordova TN 38016
Advisors at this office
1
Most active in
Mississippi · Tennessee · Texas
Also doing business as
Your Family Matters · Your Family Matters, Llp
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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