Private Family Wealth Advisors

Private Family Wealth Advisors, operating as PFW Advisors, LLC, is an SEC-registered investment adviser established in 2013 in Georgia. The firm specializes in offering investment management services on a discretionary basis, financial planning, and retirement plan consulting services. Clients typically grant discretionary authority for investment management, allowing the firm to develop customized portfolios based on client financial objectives and risk profiles. Investment strategies include long-term growth, income generation, and asset allocation, with analysis methods such as macroeconomic, fundamental, cyclical, and technical analysis. For investment management services, fees are charged based on a percentage of assets under management, ranging from 1.25% to 0.50%, with negotiable rates based on the client's financial situation. Financial planning services are offered on a flat fee basis starting at $5,000. Retirement plan consulting services are available for ERISA plans, with fees not exceeding 1.25% of total plan assets. The firm does not charge performance-based fees or engage in side-by-side management. Private Family Wealth Advisors primarily uses Charles Schwab & Co., Inc. as the custodian and broker, with services including investment products, execution of transactions, and custody of client assets. The firm receives support services from Schwab, creating conflicts of interest, which are disclosed to clients. The firm does not receive referral compensation and has implemented safeguards for custody of client assets. Clients grant the firm investment discretion, allowing for securities transactions and portfolio management. The firm also provides proxy voting services unless clients opt to vote their proxies themselves. Private Family Wealth Advisors does not have financial conditions that would impair its ability to meet client commitments.