Client First Capital offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. The firm tailors investment strategies to client needs, continuously monitors portfolios, and may use third-party sub-advisors. As a fiduciary, Client First Capital is legally required to act in the client's best interest.
Assets Under Management$240M
Clients60
Advisors2
Avg. per Client$3.9M
Avg. per Advisor$120M
www.linkedin.com/in/clientfirstcap ·www.clientfirstcap.com ·www.youtube.com/c/clientfirstcapitallearning
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,500
Client First Capital offers two investment management services:
- Asset Management: The maximum annual fee is 1.00%, but there is a minimum annual fee of $8,500. Clients with smaller accounts may pay more than 1.00%.
- Comprehensive Portfolio Management: The maximum annual fee is 1.00%.
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