Financial Gravity Family Office Services, LLC

Financial Gravity Family Office Services, LLC is a registered investment advisor based in Texas, established in June 2020. The firm offers financial planning, investment supervisory, and management services to clients. Their comprehensive financial planning services cover areas such as cash flow management, debt/loan management, investment analysis, employee benefits optimization, financial goals, college savings, insurance review, retirement planning, tax planning strategies, and estate planning. For investment supervisory and management services, the firm creates an Investment Policy Statement for each client based on their financial situation, goals, and risk tolerance. The firm may recommend exchange-listed securities, foreign issuers, mutual funds, ETFs, and other types of investments to diversify client portfolios. Clients may engage the firm to manage investments held in employer-sponsored retirement plans or qualified tuition plans. Financial Gravity Family Office Services charges asset management fees based on the average daily balance of the client's account, not exceeding 2.00% annually. The firm may also charge an hourly fee for financial planning services. The minimum account requirement to open and maintain an account with the firm is $25,000, although this amount may be negotiated at the firm's discretion. The firm does not engage in performance-based fees or side-by-side management. Clients have the option to direct brokerage, and the firm aggregates securities transactions for client accounts to reduce costs. The firm does not vote on client securities and does not provide recommendations on how clients should vote proxies. Financial Gravity Family Office Services maintains client privacy and security, with safeguards in place to protect personal information. Clients are informed about the firm's privacy policy annually and are provided with a copy upon request.