Firstmetric provides ongoing investment advisory and portfolio management services to individuals, high net worth individuals, trusts, and other entities. Firstmetric manages accounts on a discretionary basis, meaning they have the authority to buy and sell securities for your account. Financial advice is included with investment management services, but is not offered as a standalone service. Firstmetric uses low-cost, diversified passive index funds and asset class investment securities.
Assets Under Management$260M
Clients45
Advisors1
Avg. per Client$5.7M
Avg. per Advisor$260M
Fee Structure
Planning is included in investment management
Firstmetric charges a fixed monthly fee of $495 for investment advisory and portfolio management services, regardless of the value of your investments. This fee includes financial advice. The fee is paid monthly, after the end of each month.
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