Ability First

Fee-Only (% of Portfolio)Fixed/Hourly

Ability First Financial provides personalized investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. They focus on long-term relationships with businesses and their executives. Ability First Financial provides investment advice through third-party investment managers, mutual funds, ETFs, REITs, and other alternatives, with the client making the final decision on investments. Ability First Financial also operates as an insurance agency.

Assets Under Management$6.2M
Clients53
Advisors1
Avg. per Client$120K
Avg. per Advisor$6.2M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$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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Location

1 Advisors at this firm