How We Are Paid

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for anyone considering the services of a financial advisor.

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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 Advisors.

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

1-800-585-9888

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