Firstrust Financial Advisors offers personalized investment management and financial planning services. The firm builds customized portfolios tailored to each client's specific financial situation, goals, risk tolerance, and time horizon. Investment management services are handled on a non-discretionary basis, meaning Firstrust Financial Advisors must obtain your approval prior to executing any trades in your account. In addition to portfolio management, the firm provides broad-based financial planning covering retirement, cash flow, and other financial needs, as well as pension consulting for employee benefit and governmental plans. Firstrust Financial Advisors is affiliated with Firstrust Savings Bank and is owned by Firstrust Financial Resources, Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.