Family First Wealth Management provides ongoing financial planning and investment management. They encourage clients to participate in comprehensive financial planning with investment management to align investments with financial goals. They also offer investment management as a stand-alone service. Financial planning involves reviewing a client's financial situation and goals. For clients with over $490,000 in assets under management, ongoing financial planning is included.
Assets Under Management$15M
Clients11
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$90K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $490K | 1.00% |
| $490K - $600K | 0.95% |
| $600K - $800K | 0.90% |
| $800K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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