First Class Wealth Management (FCWML) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. FCWML creates an Investment Policy Statement for each client, outlining their financial situation. FCWML requests authority to make trades without asking first. FCWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$5.4M
Clients9
Advisors1
Avg. per Client$600K
Avg. per Advisor$5.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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