First Source Investment Partners (operating as Tier One Wealth Management) manages investment portfolios and provides personalized financial planning and consulting for individuals, high-net-worth families, businesses, and retirement plans. The firm builds customized portfolios using a broad mix of equities, exchange-traded funds, mutual funds, options, structured notes, and alternative investments, focusing on risk management, tax efficiency, and tactical adjustments. In addition to portfolio management, the firm offers comprehensive financial planning covering estate, tax, charitable, cash flow, and retirement objectives, partnering with clients' other professionals such as certified public accountants and estate attorneys. The firm requires clients to hold their assets with a designated custodian while maintaining the authority to make trades on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50%. Specific fees are set forth in your advisory agreement and may vary based on account size, complexity, and activity. Fees are negotiable.