The FirsTrust Difference
The FirsTrust Difference

How does your financial advisor get paid?

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We are Independent, Fee-Only Fiduciaries.

We are easy to hire and easy to fire,

mutually aligned with your interests, 

and financially incentivized to provide

consistent value with competent service.

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Each client's quarterly advisory fee depends upon the scope and complexity of the services they choose. 

If you don’t want it, you don’t pay for it.

 

  • Investment Management Services

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

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

Optional additions:

  • Comprehensive Wealth Management
  • Advanced Trust & Estate Planning
  • Integrated Tax Analysis Service

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

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

 

Let's discuss your specific needs.

Just give us a call.

 

FirsTrust is proud to be one of America's

Elite Fee-Only Registered Financial Advisors.

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

1-800-585-9888

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