First Retirement Services (FRS) provides investment management, investment analysis, and financial planning services to individuals and high net worth individuals. FRS uses various analysis methods to determine investments. FRS requires a signed financial service agreement before providing services. FRS is an asset-based fee investment management firm and does not receive commissions. FRS does not act as a custodian of client assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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