First Foundation Advisors provides investment management, asset allocation, and financial planning services to individuals, families, businesses, and retirement plans. The firm uses a flexible open-architecture approach to build customized portfolios utilizing equities, fixed income securities, mutual funds, exchange-traded funds, alternative investments, and independent managers. Clients can engage First Foundation Advisors on a discretionary or non-discretionary basis. In addition to portfolio management, the firm offers standalone hourly or project-based financial planning covering retirement, estate, tax, and insurance strategies. First Foundation Advisors operates as a subsidiary of FirstSun Capital Bancorp and is affiliated with First Foundation Bank, offering clients access to banking and trust services through cross-referrals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for the Equity and Balanced Accounts Program. The firm also offers separate schedules for Fixed Income Accounts (0.25% to 0.50%) and Fixed Income Short Duration Accounts (0.05% to 0.25%). Fees are negotiable.