Fiduciary Family Office, LLC

Fiduciary Family Office, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in May 2023, the firm is owned by Kathleen Grace and Tabitha LeTourneau Meyerer. As of December 31, 2024, the firm managed $584,175,204 in assets on a discretionary basis and $111,906,871 on a non-discretionary basis. Services include financial planning, family office services, and investment management tailored to individual client needs. The firm primarily allocates client assets among various investments, including ETFs, individual stocks, bonds, options, and alternative investments. Clients have discretion over decisions, and the firm may engage Independent Managers for certain services. Fees range from $30,000 to $250,000 for financial planning and consulting, and 0.50% to 1.50% annually for investment management. The firm receives referrals from Schwab and pays fees for successful client referrals. Fiduciary Family Office exercises investment discretion for client accounts, with the authority to make investment decisions without prior client consent. Clients receive regular account statements and reports, and the firm does not accept authority to vote client securities. The firm has not been involved in any legal or disciplinary events and does not require prepayment of fees or have financial conditions that may impair client commitments.