Client First Financial Advisors provides investment management and financial planning services. They focus on helping clients make responsible financial decisions to achieve their goals. Their services include portfolio management, portfolio monitoring (recommending third-party money managers), and financial planning covering various areas like education, taxes, estate, retirement, investments, real estate, and insurance.
Assets Under Management$5.6M
Clients6
Advisors1
Avg. per Client$940K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$70K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,050
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees may be negotiable within each tier. Fee breaks occur as portfolio value exceeds each tier level.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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