Future First Finance offers investment management, where they can make trades for you or require your approval for each trade. They also provide financial planning, including full financial plans and consultation services on individual topics. Financial plans cover goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning.
Assets Under Management$5.3M
Clients6
Advisors1
Avg. per Client$890K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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