Client First Investment Management offers financial consulting and investment management services. Consulting services include analyzing assets, insurance, taxes, and investments to provide recommendations. Investment management is offered through a wrap fee program with discretionary management. They also provide asset allocation advice to retirement plan participants through an online platform. Client First Investment Management does not guarantee investment results.
Assets Under Management$270M
Clients608
Advisors8
Avg. per Client$450K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.75% |
| $10.0M - $100.0M | 1.63% |
| $100M+ | 1.56% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...