First Main Capital provides financial planning and investment advice to individuals, families, pension plans, trusts, corporations, and business entities. They create customized financial plans based on client goals and risk tolerance. They manage investments on a discretionary basis, and can incorporate held-away assets into the overall strategy. Financial planning is included in the investment management fees.
Assets Under Management$1.5M
Clients4
Advisors1
Avg. per Client$370K
Avg. per Advisor$1.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $1.2M | 0.90% |
| $1.3M - $1.5M | 0.80% |
| $1.5M - $1.7M | 0.70% |
| $1.8M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Management fees may be negotiated. Family Billing is available to reduce advisory fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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