First Financial Advisory Services INC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
First Financial Advisory Services (FFAS) offers investment advice and financial planning to individuals, families, and small businesses. FFAS provides portfolio management on a non-discretionary basis, meaning they need your consent before making any trades. They also offer financial planning services covering education, retirement, tax efficiency, long-term health care, and estate planning. FFAS works with your other professionals like accountants and attorneys.
Assets Under Management$250M
Clients533
Advisors3
Avg. per Client$470K
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
The annual Advisory Fee is negotiable for an Account worth $2,000,000 or more. Advisory fees for accounts whose value is less than $2,000,000 may also be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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