First Look Capital Management provides financial planning and investment management services to individuals, high net worth individuals, and small businesses. Financial planning covers areas like cash flow, education funding, retirement, risk management, and estate planning. Investment management involves customized portfolios based on client goals and risk tolerance, using strategies like Core + Satellite and Modern Portfolio Theory.
Assets Under Management$120M
Clients98
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.90% |
| $1M+ | 0.60% |
Fees may be aggregated for the same individual or family accounts for discounting purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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