1stTo50th, LLC provides retirement plan consulting services to employer plan sponsors and limited scope investment management services to individuals, businesses, trusts, and other organizations. The firm creates customized investment policy statements and asset allocations, focusing on client-specific goals, risk tolerance, and tax considerations. The firm may refer clients to an affiliated insurance provider for financial planning services.
Fee Structure
1stTo50th, LLC charges an annual fee for investment management services based on the type of investments in your account:
- 0.50% for accounts comprised only of fixed income, mutual funds, or exchange traded funds.
- 0.75% for accounts blended with or solely of individual equities, options, and other investments.
A minimum annual fee of $5,000 per household is typical, and most households that don't meet this threshold will be declined. Exceptions to the minimum fee or rate charged will be explained in the Investment Management Advisory Agreement.