Your Family Matters, LLP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,396,824
Clients
78
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
78
HighAverage account size
$107,652
About
Your Family Matters, LLP provides discretionary portfolio management and financial planning primarily for individual clients, charging fees on a percentage-of-assets-under-management basis and documenting each client’s goals and risk tolerance in an Investment Policy Statement. Financial planning is complimentary for portfolio management clients, with standalone planning available on an hourly or fixed-fee basis.
The firm’s investment process combines fundamental, quantitative, and technical analysis with elements of modern portfolio theory and a long-term, passive-oriented trading approach, and it manages accounts on a discretionary basis. Client accounts are reviewed at least quarterly and clients receive custodial reports detailing holdings, values, and fee calculations.
Noteworthy for a smaller adviser, a principal of the firm is a licensed insurance agent and the brochure discloses that supervised persons may receive commissions for insurance sales (including annuities), a conflict the firm says it will document and monitor. The firm also offers a Platinum Services package that integrates tax planning, estate and insurance planning into its advisory offering and requires clients to custody assets at Schwab Institutional to access the firm’s chosen execution and institutional services.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Tax strategies for small businesses
Charitable giving & philanthropy
Annuities
General estate planning guidance
Fee options
Negotiable flat fees between $3,500 and $7,000 for standalone financial planning services for clients with more than $1,000,000 in assets under management.
$1,000+: 1.00% annually (Portfolio Management Fees) $250,000 - $1,000,000: 1.50% annually (Platinum Services Fees) $1,000,001 - $5,000,000: 1.00% annually (Platinum Services Fees) $5,000,001+: 0.75% annually (Platinum Services Fees)
Insurance product commissions accepted by a principal acting as an insurance agent; commissions are not the firm's primary source of compensation.
Negotiable hourly fee between $130 and $250 for standalone financial planning services.
Account minimum: $500,000 Fee-only: Hourly financial planning fees between $130 and $250 per hour for standalone financial planning clients with less than $1,000,000 in assets under management; Fixed fees between $3,500 and $7,000 for standalone financial planning clients with more than $1,000,000 in assets under management.
Main office location
Your Family Matters, LLP
1655 Wynne Road, Suite 103
Cordova TN 38016, United States
Number of offices
1
Most active in
Your Family Matters, LLP has reported serving >5 clients in these states in the last 12 months.
Mississippi · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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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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