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.
| 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.