How we're paid
Whether you need comprehensive planning, a specialized service, or a fully integrated Private Family Office, our flat-percentage fee structure is fully transparent, straightforward, and highly competitive.
Corporate member of:
Financially Aligned With Your Best Interests.
We spend our time focused on getting results, not chasing sales.
Fee-Only Fiduciary
Fee-Only Fiduciary
We completely eliminate the cost and conflict of sales commissions, kickbacks and marketing incentives.
Transparent Pricing
Transparent Pricing
A flat percentage fee can result in a lower cost than traditional "tiered" schedules with layers of blended fee percentages and additional hourly charges.
Customized Services
Customized Services
Select the scope of services you want, and the depth of expertise you need, without paying for what you don't.
What is my fee?
Your exact fee is determined by the scope and depth of financial expertise you choose; whether it's a Comprehensive Financial Plan, an advanced investment, tax or estate specialist, or a fully integrated Private Family Office.
We believe you'll find our flat-percentage fee structure to be fully transparent, straightforward, and competitive. No complex tiers, no surprise add-ons, and no additional administrative fees so you can collaborate with us as much as necessary without worrying that every new question puts you on the clock.
Frequently asked questions
Most firms offer a "tiered" fee schedule which applies a discount to your highest tier of assets.
FirsTrust offers a flat percentage fee that applies the discount to your entire portfolio.
No. Minimum fees may apply in some cases.
We offer a streamlined service for those without complex financial profiles. Call and ask for details.
Affluent retirees and those who aspire to become one.
Want more details?
Call, email, or meet with a member of our FinancialTeam.