First Step Wealth Planning (FSWP) provides financial life services, including comprehensive wealth planning with at least 3 meetings per year and a financial plan covering all aspects of the client's financial life. FSWP also offers project-based financial planning for specific needs. FSWP may use third-party managers for portfolio management.
Assets Under Management$26M
Clients18
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$26M
Fee Structure
FSWP offers investment management as part of its comprehensive wealth planning services. The fee for wealth planning services is a flat annual fee based on a rate of between 0.05% to 2.5% of household income, and between 0.05% and 1.0% of household liquid net worth. The first quarter of the fee is paid upfront, and the remaining three quarters are paid monthly, in advance.
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