First Foundation Advisors
Assets Under Management
$5.4B
Number of Clients
1,377
Number of Advisors
25
Avg. Portfolio per Client
$4.0M
Avg. Managed per Advisor
$217.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
First Foundation Advisors offers investment advisory services, including discretionary and non-discretionary management, to individuals, families, businesses, and retirement plans. They also provide financial planning and consulting services on an hourly or fixed-fee basis. First Foundation may recommend unaffiliated independent investment managers or private investment funds. They also serve as a sub-advisor to certain mutual funds. The firm's parent company is merging with FirstSun Capital Bancorp.
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% |
Fees are negotiable at Registrant's discretion. The firm also has separate fee schedules for Fixed Income Accounts and Fixed Income Short Duration Accounts.
Fee Estimator
Areas of Practice
Location
18101 Von Karman Ave, Suite 700, Irvine, CA, 92612-1051