Plan First Wealth focuses on providing financial advice and investment management to British expatriates living in the USA. The firm addresses the complexities that arise from their UK domicility, including UK-based financial products like pensions and ISAs. Plan First Wealth uses Betterment for Advisors as a digital wealth management platform and sub-advisor.
Assets Under Management$140M
Clients96
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.12% |
This is the maximum total fee, including Betterment's 0.12% fee and Plan First Wealth's tiered fee starting at 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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