First Georgetown Securities manages individual accounts using growth, growth and income, and income strategies. They develop and implement investment strategies based on the client's objectives, risk tolerance, liquidity needs, and tax implications. First Georgetown also acts as a broker-dealer, and its representatives may receive commissions for securities transactions, which presents a conflict of interest.
Assets Under Management$100M
Clients122
Advisors2
Avg. per Client$830K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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