FirsTrust provides fee-only financial planning and investment management services to individuals, families, and businesses. They offer comprehensive financial planning, trust and estate services, and investment management, with an option to focus on tax management. FirsTrust acts as a fiduciary, refusing commissions and incentives to maintain objectivity. Client assets are held at qualified custodians like Charles Schwab.
Assets Under Management$200M
Clients128
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
FirsTrust offers investment management services for a flat percentage fee based on the scope of services chosen. The fee is calculated quarterly in advance based on the market value of your investments at the end of the prior quarter.
The annual fee percentages are:
- Under $1 million: 0.85% for investment management only, with additional fees for tax and financial planning services.
- $1-3 million: 0.75% for investment management only, with additional fees for tax and financial planning services.
- $3-5 million: 0.65% for investment management only, with additional fees for tax and financial planning services.
- $5-10 million: 0.55% for investment management only, with additional fees for tax and financial planning services.
- $10-20 million: Negotiable
- $20 million+: Negotiable
A minimum fee may apply.
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