Our approach combines a rigorous, disciplined portfolio construction process with ongoing stewardship tailored to your specific situation. That includes diversification, tax-aware implementation, rebalancing, and the discipline needed to stay grounded when markets become emotional.
Investment managers in your portfolio have been independently reviewed by AssetMark's due diligence team. Manager selection, however, represents only one component of the advisory process. How investments align with broader financial goals, how they are combined within a portfolio, and how gains and losses are monitored and managed involve judgment and ongoing analysis. AssetMark provides resources related to portfolio construction and tax‑aware investing, as well as access to a range of strategies that FWS may utilize in implementing its regime‑based investment approach.
FWS also provides philanthropic planning to support your charitable‑giving.
FWS applies professional judgment to understand your situation, develops a financial plan, selects investment managers, and constructs portfolios, drawing on resources when complexity calls. This approach provides access to institutional‑style resources while maintaining a single advisory relationship through your FWS advisor.
Family Wealth Strategists and AssetMark are separate and unaffiliated companies. Each firm is responsible for their own services.
Financial planning, investment management, tax coordination, estate planning alignment, family conversations, and coordination with your CPA, estate attorney, and other professionals. Coordinating across every dimension of your financial life is part of the service, not an add-on. We do not receive compensation from referrals or from any third-party professionals.
Based on assets under management, typically 1.00% on the first $1 million, declining at higher asset levels.
AssetMark platform and underlying investment management, typically 0.30% to 1.05% annually combined, depending on strategy selection.
Typically 1.2% to 1.8% annually. For standalone financial planning or specific project-based work, an hourly or predetermined flat fee may apply, scoped and agreed upon before any work begins. No commissions. No referral fees. No hidden charges. No surprises. All fees are fully disclosed before any agreement is signed. You will never be surprised by a fee or a commitment.
All fees are fully disclosed before any agreement is signed. You will never be surprised by a fee or a commitment.
A portfolio designed for your specific situation, implemented with discipline, and managed with genuine care for the life it's meant to support.
