Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The ongoing fee is negotiable at the sole discretion of the Adviser.
Fee Estimator
Plan First Wealth charges setup fees for certain non-US accounts and ongoing portfolio management fees based on assets under management. For US-based accounts, the ongoing fee is 1.00% annually for assets up to $2,500,000, with lower rates for larger portfolios. For non-US based accounts, the ongoing fee is 0.75% or 1.00% annually. These accounts may also be subject to additional wrap or sub-adviser fees ranging from 0.05% to 0.50%. Initial financial planning fees range from $2,999 to $10,000. There is an investment minimum of $250,000, which may be waived. Fees are generally non-negotiable, but exceptions may be made at the adviser's discretion.
Areas of Practice
Advisor Information
Office location
Greenwich, CT
Get directionsRegulatory History
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