Your Family Matters, LLP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,140,044
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
38
0% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
TypicalAverage account size
$293,159
About
Your Family Matters, LLP provides discretionary portfolio management and financial planning services to individual and family clients. It offers standalone planning as well as a “Platinum” integrated package that combines investment management with tax planning/preparation, estate planning, and insurance planning components.
The firm documents client objectives in an Investment Policy Statement and uses a mix of fundamental, modern portfolio theory, quantitative and technical analysis while implementing long-term trading/passive investment strategies on a discretionary basis. It operates as a fiduciary, conducts at least quarterly account reviews, and requires client accounts to be custodied through a designated broker-dealer to pursue best execution and access institutional services.
Distinctive features for a firm of this size include its solo-practitioner structure (one advisor, approximately 38 clients and about $11.2 million in AUM) and the fact that a firm principal is a licensed insurance agent who accepts compensation for insurance product sales, a conflict the brochure discloses and documents. The firm also highlights integrated, no-additional-cost tax and estate services within its Platinum package and notes receipt of research and other institutional benefits from its required custodian, which are factors clients may want to consider relative to peers.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Charitable giving tax strategies
Life insurance needs analysis
Annuities
Fee options
Standalone Financial Planning Fixed Fees between $3,500 and $7,000
$1,000+: 1.00% annually (Portfolio Management Fees) $250,000 - $1,000,000: 1.50% annually (Platinum Services Fees) $1,000,001 - $5,000,000: 1.00% annually (Platinum Services Fees) $5,000,001+: 0.75% annually (Platinum Services Fees)
Insurance product commissions received by one owner; commissions are not primary source of compensation
Standalone Financial Planning Hourly Fees from $130 to $250 per hour
Account minimum: $500,000 Fee-only: Standalone Financial Planning Hourly Fees: $130 - $250 per hour; Fixed Fees: $3,500 - $7,000 flat fee
Main office location
Your Family Matters, LLP
1655 Wynne Road, Suite 103
Cordova TN 38016, United States
Number of offices
1
Most active in
Your Family Matters, LLP has reported serving >5 clients in these states in the last 12 months.
Mississippi · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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