First Financial Services, LLC

Fee-Only (% of Portfolio)

First Financial Services offers investment management, financial planning, retirement planning, and insurance services. They create financial plans for clients and manage investments based on those plans. First Financial focuses on long-term growth with risk management. They use various investments, including stocks, bonds, mutual funds, and exchange-traded funds.

Assets Under Management$100M
Clients93
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$34M

Fee Structure

Planning is included in investment management

First Financial Services charges a fee based on a percentage of the assets they manage in your account. The exact percentage is determined on a case-by-case basis, considering factors like the size and complexity of your account. Generally, these fees range from 1.00% to 2.00% per year. The specific fee will be agreed upon before you sign an advisory agreement. There is no charge for financial planning.

Loading...
Location

3 Advisors at this firm