Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Firstrust Financial Advisors provides personalized financial planning and discretionary portfolio management services. Financial planning covers various aspects of financial resource management. Portfolio management includes developing customized investment policy statements and regular portfolio monitoring. Pension consulting services are also offered to employee benefit plans.
| Assets Under Management | 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 and may be lower based on client tenure or advisor discretion.
15 E Ridge Pike, Conshohocken, PA, 19428