First Wealth Advisory offers portfolio management services tailored to individual client goals and risk tolerance. They also provide financial planning services covering investment, retirement, estate, charitable, education, and insurance needs. Clients can impose reasonable restrictions on their account management. First Wealth uses a third-party platform to manage retirement plan participant accounts.
Assets Under Management$19M
Clients185
Advisors1
Avg. per Client$100K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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