First Financial Group

Fee-Only (% of Portfolio)Fixed/Hourly

FIRST Financial Group Corporation is a registered investment adviser based in Raleigh, North Carolina, that has been providing services since 2012. FIRST Financial Group Corporation offers personalized investment advisory services, including portfolio management, portfolio consulting, and financial planning. Portfolio management services are available on both a discretionary and non-discretionary basis, meaning the firm can make trades on your behalf without asking first or with your approval. FIRST Financial Group Corporation works with individuals, trusts, estates, corporations, and other business entities, tailoring strategies to your specific risk tolerance and financial goals. The firm primarily recommends mutual funds, equity securities, corporate debt, and other traditional investments. In addition to investment management, FIRST Financial Group Corporation offers broad-based financial planning, annual retainer services, and general hourly consulting to help clients map out their financial futures. Some associated professionals are also licensed as insurance agents and may earn separate commissions from selling insurance products.

Assets Under Management$320M
Clients378
Advisors4
Avg. per Client$840K
Avg. per Advisor$79M

Fee Structure

Minimum Investment:$330K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $1.0M1.50%
$1M+1.00%

Fees are negotiable and may be quoted as a fixed fee for smaller accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Advisors at this firm

First Financial Group - Fees, AUM & Advisors | TrueAdvisor