Assets Under Management
$272.8M
Number of Clients
423
Number of Advisors
4
Average Client AUM
$645K
AUM per Advisor
$68.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Based in Raleigh, NC, FIRST Financial Group Corporation provides personalized investment advisory services including portfolio management, portfolio consulting, and financial planning. Services are tailored to individual client needs and investment objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances, and may be quoted as a fixed fee for smaller accounts.
1100 Logger Ct, #B101, Raleigh, NC, 27609