ValueFirst Planning provides investment management services to clients, determining investment goals, risk tolerance, and objectives. Investment strategies, asset allocation, and portfolio monitoring are based on these factors. Clients authorize ValueFirst Planning to execute investment program transactions. ValueFirst Planning does not sponsor wrap fee programs.
Assets Under Management$460K
Clients5
Advisors1
Avg. per Client$92K
Avg. per Advisor$460K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $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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