FirstLine Financial manages investment portfolios and provides financial planning and consulting for individuals and high net worth clients. FirstLine Financial creates personalized investment strategies based on each client's goals, time horizon, and risk tolerance, and may occasionally use third-party managers. For financial planning, FirstLine Financial evaluates a client's overall financial situation to project future cash flows, net worth, tax liabilities, and retirement or estate plans. FirstLine Financial does not have a minimum account size required to open an account.
Assets Under Management$32M
Clients81
Advisors1
Avg. per Client$390K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is negotiable based on criteria such as historical relationship, type of assets, and total amount of assets managed. Fees will never exceed 2.0% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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