1st Financial, LLC is a small, independent firm that manages investment portfolios for clients. When managing your investments, 1st Financial considers your financial situation, including employment, savings, retirement accounts, and risk tolerance, to develop an appropriate investment strategy. The firm monitors and adjusts client portfolios according to the agreed-upon strategy.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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