First Financial Strategies refers its clients to Morgan Stanley, where Morgan Stanley manages the investments. First Financial Strategies receives 40% of the portfolio management fees charged by Morgan Stanley. First Financial Strategies continues to consult with clients on tax planning, estate planning, and other financial matters, but no additional fees are charged for these services.
Assets Under Management$13M
Clients3
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
First Financial Strategies no longer directly manages client investments or charges fees. Instead, they refer clients to Morgan Stanley. Morgan Stanley charges 1% of assets under management, and First Financial Strategies receives 40% of that fee.
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