First Rank Financial is a registered investment advisor based in Santee, South Carolina, founded and owned by Jonathan Everett. The firm offers investment portfolio management with integrated financial planning, ongoing financial planning on a monthly retainer basis, and one-time project-based financial planning. Services are tailored to each client's specific goals, risk tolerance, time horizon, and tax considerations. First Rank Financial operates on a fee-only basis, meaning compensation comes solely from direct client fees rather than commissions or product sales, and the firm does not accept performance-based fees. The firm serves individuals, high-net-worth families, households, and small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
Annual minimum fee of $2,500 applies unless otherwise agreed. Fees are generally negotiable.