People First Financial Advisors primarily works with government and quasi-government clients, structuring bond transactions and assisting with broker-dealer selection. They hope to expand their services to include investment advice for government and corporate pension systems, as well as high-net-worth individuals. They tailor their services to client needs and do not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
People First will never charge more than 2.5% of total assets under advisement for same name client accounts. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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