First Security Capital, LLC (FSC) offers personalized financial planning and investment management services. FSC provides advice through consultations to determine financial objectives, identify financial problems, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan estates. FSC primarily invests client assets in no-load mutual funds and exchange-traded funds.
Assets Under Management$450K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$450K
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $6.0M | 0.90% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable and may be less for larger Client relationships and for non-profit and long-term Clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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