FIRST Financial Group offers personalized investment advice and financial planning to individuals, trusts, estates, and businesses. Services include managing investment portfolios, providing investment consulting, and creating financial plans. FIRST Financial Group tailors its advice to each client's needs, considering their financial situation, goals, and risk tolerance.
Assets Under Management$320M
Clients378
Advisors4
Avg. per Client$840K
Avg. per Advisor$79M
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Fee Structure
Minimum Investment:$330K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Sub-advisory fees may range up to an annual fee of 0.35% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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