The subscription
$12, $29 or $59 per month. It covers your family office: the complete picture, the planning, the learning and Freya.
The subscription, and the fees beside it.
Investment fees are separate
A management fee applies to invested capital, charged per increment — anchored at 1.5% at $100k and ranging from 2.5% down to 0.30% as the portfolio grows. Performance-based carry declines on the same principle, from 25% to 13.5%.
External managers are offset
Where an external manager charges carry inside a strategy, that carry is offset against Finna’s — you are not charged twice for the same performance.
Nothing is charged before it is disclosed
Every fee that will apply to your household is set out in full before you invest anything.
We get cheaper as you get bigger.
Most of the industry gets more expensive as you grow. Finna’s schedule does the opposite, by design.
Rates are per increment, so a household never faces a cliff for crossing a threshold.
In both directions, calmly.
Two quarters, either way
A level change follows two consecutive quarters in the new band — up or down. No level moves on a single month’s market.
Promotion is offered, not imposed
If you qualify for more depth, we offer it and explain what changes. Staying where you are is a legitimate answer.
Moving down unwinds nothing
A lower level never forces you out of existing commitments. What you already hold, you keep.
Pricing moves continuously
Investment fees adjust continuously within your band rather than stepping at the boundary — no cliff for crossing a threshold.
Five strategies, five Core Portfolios.
Single-strategy direct access
- AI Enhanced S&P 500
- Credit
- Private equity
- Real estate
- Tech secondaries
Core Portfolio access
- Defensive
- Conservative
- Balanced — the family-office default
- Growth
- Aggressive
What each level opens differs by strategy: a strategy is open at that level, selective — conditional on suitability and CCO sign-off — or not offered. Where the law sets eligibility requirements, those apply alongside knowledge and suitability, never instead of them.
Access is unlocked by qualification, not by wealth alone.
Most of investing opens its doors on one number. At Finna, qualification is earned through knowledge and suitability: you learn in plain language, you show what you understand, and what you learn opens what comes next.
Where the law sets net-worth requirements for certain investments, those still apply — alongside understanding, never instead of it.
Before you start.
What do I need to start?
No account, no documents, no minimum to see the result.
Is Finna only about investing?
Investing is one of four promises. Your office also brings everything together, protects what matters, and prepares wealth to be carried forward.
Who can see my family’s information?
Your household’s principals decide. Nothing important lives in one person’s inbox, and nothing is shared outside the household without that decision.
We’re a couple — who is the client?
Both of you. Every household has room for two principals from the first session.
Can we keep our current advisor?
At Family Office Pro, yes — bring them inside the office, where they can finally see the whole picture too.
Start with what’s true about you.
Your family’s picture — and everything you learn — comes with you, whichever level you begin at.
Explore your family office