FirsTrust provides comprehensive wealth management and private family office services to individuals, families, and businesses. FirsTrust integrates investment management with financial, retirement, tax, and estate planning, delivered by experienced financial planners and specialists. The firm operates on a fee-only basis, meaning it does not accept sales commissions or third-party incentives. FirsTrust uses a value-oriented, strategic asset allocation approach tailored to each client's specific goals and risk tolerance. Client accounts are held at independent custodians such as Charles Schwab and Co., Inc., with FirsTrust acting in a fiduciary capacity to manage portfolios on either a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Flat percentage fee ranges from 0.85% to 0.50% based on relationship size and complexity. Subject to a $15,000 annual minimum fee. Fees are negotiable.
