TrustFirst provides continuous investment advice and asset supervision to clients based on their individual needs. They prepare financial plans or investment policy statements after discussing client goals, time horizons, risk tolerance, and liquidity needs. TrustFirst's recommendations include a variety of securities. They also offer model strategies like Growth, Balanced, and Conservative portfolios. For accredited investors, they may recommend alternative investments like REITs and private securities.
Assets Under Management$76M
Clients107
Advisors1
Avg. per Client$710K
Avg. per Advisor$76M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Bond/Fixed Income pricing is negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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