First Due Financial provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning services, including full financial plans, consultation services for individual topics, and ongoing financial planning support. Financial plans cover topics like financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Assets Under Management$1.9M
Clients5
Advisors1
Avg. per Client$380K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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