Private Family Wealth Advisors's Form ADV discloses 1.25% on the first $1 million, 0.80% on the next $4 million, 0.60% on the next $20 million, 0.50% on the next $75 million, and negotiable rates above $100 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #325119), Private Family Wealth Advisors is subject to fiduciary duty under federal law.
Private Family Wealth Advisors is headquartered in ATLANTA, GA.
Private Family Wealth Advisors serves 74 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, Private Family Wealth Advisors offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Private Family Wealth Advisors manages $393 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, Private Family Wealth Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓