Assets Under Management
$63.8M
Number of Clients
228
Number of Advisors
3
Average Client AUM
$280K
AUM per Advisor
$21.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
First Investment Corporation offers financial planning and investment management services. Advice covers cash flow, tax planning, insurance review, education funding, retirement, and estate planning. They manage assets with discretionary authority, recommending equities, mutual funds, ETFs, and other securities. The initial client meeting is free.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.45% |
| $2.0M - $3.0M | 1.40% |
| $3M+ | 1.35% |
Fees are negotiable for portfolios in excess of $5,000,000 or based on a client’s specific needs.
307 SE Frank Phillips Blvd., Bartlesville, OK, 74003