Financial Gravity Family Office Services, LLC

CRD#316024
Investment Advisor Firm

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Learn more about Financial Gravity Family Office Services, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Financial Gravity Family Office Services, LLC is located at 2501 Ranch Road 620 S, Austin, TX. The firm employs 16 financial advisors to manage client portfolios and provide financial guidance. Financial Gravity Family Office Services, LLC is not a registered broker-dealer.

    Financial Gravity Family Office Services, LLC oversees $365.4 million in assets under management across 2,654 accounts, of which 1,742 are discretionary and 912 are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations, with retail investors being the largest client type by accounts. The fee structure at Financial Gravity Family Office Services, LLC includes asset-based and hourly fees. The firm has 128 high net worth clients and maintains affiliations with an accountant or accounting firm and an insurance company or agency.

    Financial Gravity Family Office Services, LLC is registered in the states of Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.

    Assets Under Management

    $365.4 million

    Number of Advisors

    16

    Disclosures

    No

    Office Location

    2501 Ranch Road 620 S
    Austin, TX 78734

    Financial Gravity Family Office Services, LLC by the Numbers

    Total Assets Under Management

    $365.4 million

    National Average: $8.6 billion
    Total Number of Employees

    45

    National Average: 64
    Total Number of Accounts

    2,654

    National Average: 375,227
    Average Account Size

    $137.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Financial Gravity Family Office Services, LLC offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. In the past fiscal year, Financial Gravity Family Office Services, LLC provided 101-250 of its clients with financial planning services. The Firm does sell products or offer services apart from investment advice to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees usually depend on the financial services provided. Fees charged by Financial Gravity Family Office Services, LLC can include any blend of the following fee types: asset-based or hourly.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a number of different clients. It caters to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations. Out of its 6 clients, Financial Gravity Family Office Services, LLC's largest client type by number of accounts is retail investors, although it also serves 128 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 11.74%
    • Other Individuals - 84.13%
    • Corporations - 3.85%
    • Charitable Organizations - 0.28%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Financial Gravity Family Office Services, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Financial Gravity Family Office Services, LLC

    Charles Love
    North Richland Hills, TX
    Kristopher Blasl
    Austin, TX
    Karen Cassidy
    Arroyo Grande, CA
    Roy Kelsey
    Altamonte Springs, FL
    Brian Lang
    Austin, TX
    Kaili Winters
    Austin, TX
    Christian Brakke
    New Orleans, LA
    Timothy Terry
    Tomball, TX
    Michael French
    Austin, TX

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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