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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable and may be quoted as a fixed fee for smaller accounts.