What You Pay and What It Covers
A single transparent fee that coordinates your investments, tax strategy, and estate plan from end to end, without commissions or hourly billing.
Corporate member of:
Fee-Only Fiduciary
Our only income is the fee you pay. We receive no commissions or third-party compensation of any kind.
Fee-Only Fiduciary
Your advisor's incentives are fully aligned with your outcomes. Our only income is the fee you pay us directly, with no commissions or third-party compensation of any kind.
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.
Comprehensive Wealth Management
Your lead advisor coordinates a team of specialists in planning, investments, tax, and estate, drawing on each 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.
There is no minimum account size. A minimum annual fee of $15,000 applies.
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.
Start a Conversation
Schedule a Meeting
Ready to meet? Schedule a virtual meeting with a FirsTrust Advisor.