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Family Wealth Consultants, Inc.

Headquartered in SAN JOSE, CA

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Firm Information

Family Wealth Consultants, Inc. is an investment advisor with a focus on portfolio management for individuals and pooled investment vehicles. The firm manages approximately $19,998,494 in assets, with $15,572,513 under discretionary management. They serve two pooled investment vehicles and individuals, with a total of four client accounts.

Family Wealth Consultants, Inc.

$20.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

FAMILY WEALTH CONSULTANTS, INC. has a total of 2 branch locations across the country.
location

CHICAGO, IL

location

SAN JOSE, CA

Advisors at Family Wealth Consultants, Inc.

View All 2 Advisors
Unclaimed
Peggy Dessert Martin

CFC®, RA

SAN JOSE, CA

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Craig Lee Martin

CFP®, CFC®, RA

SAN JOSE, CA

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Disclosures

There are no public disclosures for Family Wealth Consultants, Inc..

Frequently Asked Questions (6)

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