ClientFirst Wealth Management provides ongoing investment advice and monitors securities holdings based on individual client needs. They develop portfolios based on client goals, objectives, time horizon, risk tolerance, and financial values. Financial planning is offered as a component of investment advisory services, covering cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs. ClientFirst tailors its services to individual client needs and allows clients to impose restrictions on their accounts.
Fee Structure
ClientFirst Wealth Management charges an annual fee based on a percentage of the assets they manage.
For Comprehensive Wealth Management:
- $1,000,000 to $3,000,000: 0.85% per year
- $3,000,000 to $5,000,000: 0.75% per year
- Over $5,000,000: Negotiable
For Managed Accounts of Tax-Exempt Municipal Bonds:
- $1,000,000 to $1,500,000: 0.45% per year
- $1,500,000 to $3,000,000: 0.40% per year
- $3,000,000 to $5,000,000: 0.38% per year
- Over $5,000,000: Negotiable
Fees are calculated quarterly based on the portfolio value on the last trading day of the quarter.
