_____________________________________________________________
FEE-ONLY. FIDUCIARY. INDEPENDENT.
for anyone considering the services of a financial advisor.
_____________________________________________________________
_____________________________________________________________
We are easy to hire and easy to fire,
mutually aligned with your interests,
and financially incentivized to provide
consistent value with competent service.
_____________________________________________________________
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.
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
Daytona Beach Orlando Tampa Sarasota West Palm Boca Raton