Ability First Financial, LLC provides personalized investment advice, financial planning, and tax mitigation strategies to individuals, businesses, and executives. The firm primarily relies on third-party money managers, mutual funds, exchange-traded funds, and alternative assets to manage portfolios. Ability First Financial operates both as a registered investment advisor and an insurance agency, offering comprehensive wealth management, retirement planning, and business consulting services. The firm focuses on long-term client relationships and tailors its strategies to meet specific risk tolerances and financial goals.
Assets Under Management$13M
Clients53
Advisors1
Avg. per Client$240K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiable in certain situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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