1st & 3rd Investments provides investment advice and manages investment portfolios for individuals and small businesses. The firm allocates assets among cash, stocks, options, ETFs, and bonds. 1st & 3rd also offers financial planning services, corporate retirement planning, and individual consultations. Advisory services are generally provided on a discretionary basis.
Assets Under Management$1.8M
Clients20
Advisors1
Avg. per Client$89K
Avg. per Advisor$1.8M
Fee Structure
Planning is included in investment management
1st & 3rd Investments' advisory fees are calculated as a percentage of the value of your investments, including cash and cash equivalents. The fees are charged quarterly, in arrears. The maximum annual fee is 1.00% for accounts with less than $1,000,000 and up to a maximum of 0.90% for accounts $1,000,001 and above. Advisory fees are negotiable.
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