First Financial Consulting provides financial planning and investment consulting services. They work with clients to define financial objectives and develop strategies to achieve them, including cash flow management, tax planning, investment consulting, risk review, education funding, retirement planning, and estate planning. The firm is compensated solely by client fees and does not sell products or receive commissions.
Fee Structure
First Financial Consulting offers investment consulting services, either on a project basis or ongoing. They help clients set investment goals, develop asset allocation models, and create investment policy statements. The firm makes recommendations on which investment managers to use, providing information on their styles and performance. If the client chooses, First Financial Consulting will monitor the portfolio's allocation and performance quarterly and make recommendations for changes. The typical fee is 1.00% per year, but can range from 0.40% to 1.50% based on factors like asset complexity and anticipated withdrawals.