Client First Advisors offers investment advice and asset management services to individuals, trusts, estates, charitable organizations, corporations, and unions. They create tailored portfolios using stocks, bonds, exchange traded funds (ETFs), options, mutual funds, and other securities. Client First Advisors reviews accounts regularly and rebalances them based on client needs and goals.
Assets Under Management$8.5M
Clients17
Advisors1
Avg. per Client$500K
Avg. per Advisor$8.5M
www.linkedin.com/company/client-first-advisors-llc ·www.facebook.com/487109594815150 ·www.clientfirstadvisors.net
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on individual circumstances and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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