First Dollar Saved LLC provides financial planning and investment advisory services to individuals and families. They operate on a fee-only basis, offering services a la carte to keep costs low. They help clients create written investment plans, optimize employee benefits, and identify financial goals. First Dollar Saved LLC does not manage client money directly; instead, they provide advice on opening accounts and rebalancing portfolios.
Fee Structure
First Dollar Saved LLC will sit down with you and help you open your own investment accounts at your chosen brokerage. They provide specific instructions on how to reallocate investment accounts but do not make trades on your behalf. They do not monitor accounts between rebalancing periods, have authority over accounts, nor have custody of assets.