Values First Advisors offers investment management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. Values First strives to incorporate Biblically Responsible Investing into investment strategies. The firm manages accounts on a discretionary or non-discretionary basis, tailoring investment plans to each client's unique objectives and risk tolerance. Clients can also receive financial planning as a standalone service.
Fee Structure
Values First Advisors charges a fee based on the value of your portfolio. The fee is calculated either on the value of the account at the end of the month or on the average daily balance of the account. The specific fee depends on where your account is held:
Accounts at Schwab or Other Custodian:
- Less than $500,000: 1.75% per year
- $500,000 - $999,999: 1.50% per year
Accounts at Goldman Sachs Custody Solutions (GSCS):
- Less Than $500,000: 1.25% per year
- $500,001 - $999,999: 1.00% per year
- Greater Than $1,000,000: 0.70% per year
There is a minimum monthly fee of $100. Accounts held at GSCS may also be charged sub-advisory fees and custodial fees.