First Growth Capital offers tailored financial planning and investment advisory services. Financial planning includes investment objective setting, asset allocation, and performance monitoring. Investment advisory involves discretionary investment management through various investment vehicles. First Growth Capital may recommend investments in private placements and non-traditional investments when appropriate.
Fee Structure
First Growth Capital offers a Core Portfolio Management service that includes implementing asset allocation plans, security selection, and periodic account reviews and rebalancing. The advisory fee for this service is separate from the Consultation Service fee and ranges from 0.50% to 2.00% of the value of your account per year. The exact fee is determined on a client-by-client basis and outlined in your agreement with First Growth Capital.