Assets Under Management
$5.4B
Number of Clients
1,377
Number of Advisors
24
Average Client AUM
$4.0M
AUM per Advisor
$226.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
First Foundation Advisors offers discretionary and non-discretionary investment advisory services, and financial planning and consulting services. They allocate assets based on client investment objectives. They may recommend unaffiliated independent investment managers and private investment funds. They also offer advice on cryptocurrency investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Equity and Balanced Accounts Program. Fees are negotiable.
18101 Von Karman Ave, Suite 700, Irvine, CA, 92612-1051