Client 1st Advisory Group offers tailored portfolio management and financial planning services primarily to individuals, trusts, estates, and small businesses. Using a consultative approach, the firm develops customized investment plans based on each client's goals, time horizon, and risk tolerance. Client 1st builds diversified portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, alternative investments, and commodities. The firm also manages held-away accounts like 401(k) plans and offers retirement plan consulting. In addition to investment management, Client 1st provides financial planning covering retirement income, estate planning, budgeting, cash flow, and tax-aware strategies. The firm operates as a registered investment advisor with a main office in Dunedin, Florida.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fee ranges up to 1.50% and is based on aggregate value, account complexity, and investment strategies. Fees are negotiable.