The Private Family Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$82,396,133
Total clients
53
70% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,554,644
About
The Private Family Advisors, LLC provides financial planning and portfolio management primarily to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary asset management as well as advisement on accounts where the firm cannot execute trades. The firm operates as a fee‑only, state‑registered adviser and manages a modest client base with two advisors and approximately $64 million in assets under management.
The firm’s investment approach is rooted in Modern Portfolio Theory and long‑term asset allocation, using a blend of passive and active strategies with an emphasis on cost control; it may recommend individual stocks, bonds, or actively managed funds for tax or client‑preference reasons and conducts periodic portfolio reviews. Reports and reviews occur at least quarterly with client meetings typically scheduled semi‑annually, and planning work includes construction of an initial target portfolio as part of the financial planning process.
What is distinctive for this firm is its integration with legal and tax service coordination: a principal is a practicing attorney and the firm contracts with an affiliated law firm for legal document preparation and may coordinate 1040 tax preparation through engaged preparers, offering these elements as bundled services alongside investment management. The brochure also discloses that advisory fees are calculated to include assets under advisement (accounts the firm cannot trade) and that the attorney‑principal may receive additional compensation for legal services provided directly to clients, which the firm discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001+: 0.50% annually
Account minimum: $5,000 minimum fee Minimum fee: Minimum fee of $5,000 per client, may be waived in certain situations Fee-only: Fee only advisory firm; does not receive commissions
Main office location
The Private Family Advisors, LLC
2001 S. Big Bend Blvd
St. Louis MO 63117, United States
Number of offices
1
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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