FirsTrust

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.

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Forbes quote on fee-only financial advisors: fewer conflicts of interest and more comprehensive advice.
Clark.com quote on fee-only financial planners: fixed upfront pricing and fewer conflicts of interest for investors.
The Motley Fool quote on fee-only financial advisors vs. commission conflicts of interest.
Kiplinger on fee-only financial planners: fiduciary duty to clients and acting in the client’s best interest.

Fee Structure

Our families pay us one flat percentage fee. It covers the entire relationship, including investment management and financial, tax, and estate planning. The rate is quoted at engagement and applied to the assets we manage.

Comprehensive Wealth Management
The engagement we’ve refined since 1995. A lead advisor who works with a small number of families and knows yours closely, supported by specialists in investments, tax, and estate planning.

From 0.85%a year
$3,750minimum quarterly fee

Private Family Office
Our most involved engagement, for families whose wealth spans entities, trusts, and generations, generally with investable assets above $10M. A lead advisor at the center, with each specialist working directly with your family at the depth that level of complexity requires.

Fee set by individual proposal
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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 account minimum. Our minimum annual fee is $15,000, or $3,750 per quarter.

Most FirsTrust clients are families building wealth and the next generation at the same time: business owners approaching or past an exit, senior executives with concentrated equity and deferred compensation, and families stewarding what a prior generation built. Their financial lives involve multiple entities, trusts, and professionals who need to work from one strategy.

Most advisory fees at this level pay for investment management, with planning, tax coordination, and estate coordination billed separately or handled elsewhere. The FirsTrust fee covers all four disciplines and the team that delivers them. Your attorney still drafts and your CPA still files; your team coordinates both.