First Fidelity Wealth Management provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. First Fidelity Wealth Management assesses current holdings, monitors performance, and makes investment trades without needing prior permission for each transaction, always operating with a legal requirement to act in your best interest. In addition to investment management, the firm offers access to affiliated services for tax planning, bookkeeping, and estate planning referrals through common ownership, as well as insurance products through licensed agents. First Fidelity Wealth Management emphasizes a disciplined approach using fundamental, technical, and economic analysis, along with modern portfolio theory and strategic asset allocation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is up to 1.50% of total assets under management. Fees are negotiable at the firm's discretion based on the client's overall relationship, total assets, account complexity, and strategy.