Fifth Avenue Family Office

Fifth Avenue Family Office LLC, established in 2006 and registered with the SEC, offers investment supervisory services as a Multi-Family Office. The firm, owned by Gary B. Price Jr. and Timothy J. Cartwright, tailors investment strategies to individual needs and risk profiles, providing a wide array of services across clients' entire net worth. They may recommend third-party managers and evaluate their qualifications and experience. The firm acts as a fiduciary for retirement accounts, ensuring advice is in clients' best interests. With approximately $908 million in Regulatory Assets Under Management, fees are based on a tiered schedule ranging from 1.00% to 0.25% of Assets Under Management. Clients can terminate agreements with a 30-day notice without penalty. The firm bills fees quarterly and offers various billing methods. Fifth Avenue Family Office does not charge performance-based fees, serves various client types, and employs third-party managers for investment portfolios. Their investment strategies involve thorough analysis, risk management, and asset allocation. The firm has no disciplinary history and does not participate in soft dollar benefits or directed brokerage. Clients receive regular account reviews and reports, and the firm does not accept discretion to vote client securities. Fifth Avenue Family Office has no financial conditions impairing its ability to meet commitments.