1st Financial Investment provides personalized financial planning and investment management to individuals, pension & profit-sharing plans, trusts, estates, and small businesses. Advice includes financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Investment advice is provided on a non-discretionary basis. The firm may recommend outside independent money managers.
Assets Under Management$780K
Clients16
Advisors6
Avg. per Client$49K
Avg. per Advisor$130K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 3.00% |
| $25K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 1.00% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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