Overview
- Headquarters
- Coral Gables, FL
- Total Firm Assets
- $17.8 billion
- Average High-Net-Worth Client Portfolio Size
- $158.5 million
Recent Rankings
Barron's 2025:
97
Barron's 2024:
84
Fee Disclosure
Source: WE FAMILY OFFICES FORM ADV 2A BROCHURE 3-31-2025 (2025-03-30)
· View brochure text
Latest filing: WE FAMILY OFFICES FORM ADV 2A BROCHURE 3-31-2026 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $200,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $200,000 | 20.00% |
| $5 million | $200,000 | 4.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 100.00%
- Number of High-Net-Worth Clients
- 112
- Total Client Accounts
- 112
- Non-Discretionary Accounts
- 112
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 109869
- WE FAMILY OFFICES FORM ADV 2A BROCHURE 3-31-2026 (2026-03-31) · View brochure text
- WE FAMILY OFFICES FORM ADV 2A BROCHURE 3-31-2025 (2025-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗