Purpose First Financial provides financial planning and portfolio management services. Financial planning covers cash flow, education funding, retirement, estate, and tax planning. Portfolio management involves ongoing supervision and customized strategies based on your risk profile and goals. Educational workshops are also offered. The firm may direct clients to third-party investment advisors.
Assets Under Management$51M
Clients170
Advisors1
Avg. per Client$300K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $1000K | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Fees are negotiable. For clients accessing fixed, variable, and fixed indexed annuities through the DPL platform, the adviser will apply its standard investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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