FirstLine Financial provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to individual client goals and risk tolerance. Financial planning covers areas like retirement, tax, and estate planning. FirstLine may use sub-advisors to manage client portfolios. Ryan Larson is the owner and chief compliance officer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.