First Principles Investment Management (FPIM) provides investment management and financial planning services to individuals. FPIM helps clients with investment goals, asset allocation, and portfolio monitoring. Financial planning covers topics like retirement, risk management, and tax reduction strategies. FPIM creates tailored investment strategies based on client goals and objectives.
Assets Under Management$7M
Clients27
Advisors1
Avg. per Client$260K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.1M | 0.50% |
| $1.1M+ | 0.50% |
For accounts over $1,100,000, FPIM offers a performance-based fee structure: 0.5% of the portfolio value plus 20% of the annual portfolio performance above an agreed-upon benchmark. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...