The FirsTrust Difference
The FirsTrust Difference

How We Are Paid

 

Why does it matter how your financial advisor is paid?

Imagine there are two telephones sitting on your financial advisor's desk.

One phone only receives calls from new sales prospects.

The other phone only receives calls from existing clients.

If both phones ring at the same time. Which one gets answered?

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FEE-ONLY.    FIDUCIARY.   INDEPENDENT.

for anyone considering the services of a financial advisor.

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FLEXIBLE.   COMPETITIVE.   SIMPLE.

We are easy to hire and easy to fire, mutually aligned with your interests and financially incentivized to provide constant value along with competent service.

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Our clients pay a quarterly advisory fee for their choice of investment, retirement, tax, and/or estate planning services. If you don’t want it, you don’t pay for it - and if you want to discontinue our services at the end of any quarter, just say so.

INVESTMENT MANAGEMENT SERVICES: (on-going supervisory management of your accounts)

Accounts above $1 million: 0.40% to 0.85% annually

Accounts under $1 million: Fixed $ fee may be available

 

WEALTH MANAGEMENT SERVICES: (on-going financial/retirement, tax, or estate planning [per service])

Accounts above $1 million: 0.05% to 0.25% annually

Accounts under $1 million: Fixed $ fee may be available

 

FirsTrust is proud to be one of America's Elite Fee-Only Registered Financial Advisor firms.

It's what WE would want if WE were the client.

1-800-585-9888

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