Client 1st Advisory Group provides financial planning and portfolio management services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. Client 1st's process involves determining financial goals, presenting an investment plan, and scheduling quarterly progress meetings. They work with other professionals like lawyers and accountants to assist clients as needed.
Fee Structure
Client 1st Advisory Group's fee is billed quarterly in advance, based on the market value of the account on the last business day of the preceding quarter. The advisory fee ranges up to 1.50% and is based on the aggregate value of related accounts, the complexity of the account, and the investment strategies employed. There is an additional management fee ranging from 0.50% to 1.50% for direct management of held away assets such as 401(k) plans. The firm's minimum account size for investment management is $1,000,000, but Client 1st reserves the right to waive this minimum.