First Foundation Advisors offers investment advisory services, including discretionary and non-discretionary management, to individuals, families, businesses, and retirement plans. They also provide financial planning and consulting services on an hourly or fixed-fee basis. First Foundation may recommend unaffiliated independent investment managers or private investment funds. They also serve as a sub-advisor to certain mutual funds. The firm's parent company is merging with FirstSun Capital Bancorp.
Assets Under Management$5.4B
Clients1,377
Advisors24
Avg. per Client$4M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at Registrant's discretion. The firm also has separate fee schedules for Fixed Income Accounts and Fixed Income Short Duration Accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
24 Advisors at this firm
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