ClientFirst Wealth Management, LLC offers personalized financial planning and discretionary asset management services to individuals and high-net-worth families. Founded in 2002 and based in Little Rock, Arkansas, the firm builds customized investment portfolios using mutual funds, exchange-traded funds, and fixed income securities tailored to each client's specific goals, risk tolerance, and time horizon. In addition to investment oversight, ClientFirst provides comprehensive financial planning covering cash management, retirement projections, tax strategies, estate planning, and insurance analysis. Clients can choose standalone financial planning through an annual membership arrangement or combine it with asset management services. ClientFirst acts in the client's best interest as a registered investment advisor and requires a $1,000,000 household minimum for standalone investment management accounts, though this minimum is waived for clients who enroll in the firm's financial planning membership.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.48% |
Fees may be negotiable based on family holdings, aggregate portfolio size, low-cost basis securities, or pre-existing relationships.
