Assets Under Management
$120.4M
Number of Clients
100
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$40.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Plan First Wealth LLC specializes in providing cross-border advice to British expatriates living in the USA, addressing complexities arising from their UK domicility. Services include portfolio management based on individual goals and financial planning for clients meeting specific criteria. The firm offers consultancy and administration support for UK pension transfers, working with various pension trustees and custodians.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The ongoing fee is negotiable at the sole discretion of the Adviser.
DE, United States