FirstGen Wealth manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering areas like business planning, cash flow management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. Financial planning is offered as an ongoing service, a project-based service, or limited hourly service.
Assets Under Management$3.6M
Clients28
Advisors1
Avg. per Client$130K
Avg. per Advisor$3.6M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees range from 0.25% to 0.50% based on complexity and needs of the client, and may be negotiable in certain cases. Investment Management Services are generally included in the fixed fee for Ongoing Financial Planning Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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