You First Financial provides investment management services, including using the Betterment for Advisors platform and third-party money managers. They also offer financial planning and consulting services on a fixed-fee basis, covering areas like income analysis, investment analysis, and estate preservation. You First also holds seminars and workshops to educate the public on investments and their services.
Assets Under Management$18M
Clients78
Advisors2
Avg. per Client$240K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
You First Financial offers investment management services with fees based on the amount of your portfolio.
For direct asset management:
- First $1,000,000: 1.25% per year
- Over $1,000,000: 1.0% per year
When using the Betterment platform, the fees are:
- $0 - $99,999: 0.95% per year
- $100,000 - $249,000: 0.88% per year
- $250,000 - $499,999: 0.82% per year
- $500,000 - $999,999: 0.75% per year
- $1,000,000 - $2,999,999: 0.70% per year
- $3,000,000+: 0.60% per year
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
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