First City Capital Management provides investment management services on a discretionary basis to individuals, high net worth individuals, pension and profit-sharing plans, charitable institutions, foundations, trusts, estates, corporations, and other business entities. The firm also provides supervisory and administrative services for trusts and estates and prepares tax returns for a limited number of clients. The firm structures portfolios to reflect and address each client’s individual needs, considering tax issues, risk profile, and level of investing experience.
Assets Under Management$410M
Clients251
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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