First Financial Security, LLC manages client portfolios on an individualized basis. The firm focuses on investment management activity and also provides advice about securities. For clients who prefer a short-term approach, the firm offers a 'special consultation' service.
Assets Under Management$9.6M
Clients25
Advisors1
Avg. per Client$380K
Avg. per Advisor$9.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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