Fee Philosophy
Comprehensive wealth management with a fee that reflects the depth of work your family requires.
Corporate member of:
Fee-Only Fiduciary
Your advisor's only compensation is the fee you pay, which means their success depends entirely on yours.
Fee-Only Fiduciary
We receive no commissions or referral payments. No third-party compensation of any kind. Our only income is the fee you pay us directly.
Transparent Pricing
One clear percentage. No hourly billing or hidden charges. Collaborate with us as much as you need.
Customized Services
Investment management, tax coordination, estate planning, and retirement strategy, integrated based on your priorities.
Fee Structure
Our fee reflects the complexity of your financial life. Every client is supported by a FinancialTeam: your wealth manager working alongside specialists in tax, estate, planning, and investment management. The depth of that coordination tends to grow alongside wealth.
Private Wealth Management
Your wealth manager leads the relationship and draws on specialists across the FinancialTeam as your situation requires.
Private Family Office
Dedicated FinancialTeam of experts to run your family’s finances with the skill and discipline of an executive management team.
Frequently asked questions
Fee-only advisors do not receive commissions, referral payments, or compensation from product providers. Our income comes exclusively from the fee you pay us. Commission-based advisors may receive payments from the products they recommend, creating potential conflicts between their compensation and your interests.
Our minimum annual fee is $15,000 ($1,250/month). Referrals are often subject to different engagement terms. If a CPA, attorney, or existing client referred you, please tell us when you reach out so we can discuss arrangements specific to your situation.
Your annual fee includes:
• Financial plan and Investment Policy Statement
• Quarterly portfolio reviews with your FinancialTeam
• Year-round tax and estate coordination with your CPA and attorney
• Direct access to your advisory team between scheduled reviews
Families who benefit most value coordinated wealth management where investment decisions, tax strategy, and estate planning work together rather than in isolation. Most new clients engage at the Private Wealth Management level or above.
FirsTrust competes on service scope, professional coordination, and continuity—not price. Our fee covers investment management, financial planning, tax coordination, and estate implementation under one team.
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