Fiduciary First Advising (FFA) manages investment portfolios based on clients' individual needs and goals. FFA also offers ongoing and hourly financial planning services, covering areas like cash flow, college savings, estate planning, insurance, retirement, and tax strategies. FFA tailors its services to each client's risk tolerance and financial situation.
Assets Under Management$14M
Clients36
Advisors1
Avg. per Client$400K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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