Security First Financial offers investment management services, including establishing, managing, and servicing investment accounts. They primarily invest in no-load mutual funds, ETFs, and CDs. Security First Financial may discuss financial planning, estate planning, and taxes as it relates to the clients overall investment / financial picture. The client has the responsibility to monitor their portfolio, ask for a portfolio review and inform Security First Financial if there are any material changes in their lives.
Assets Under Management$300M
Clients640
Advisors2
Avg. per Client$470K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.60% |
| $1.5M+ | Included |
No fee on assets above $1.5 million of an aggregated client family accounts. Security First Financial may waive or reduce the management fees for family or friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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