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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Equity and Balanced Accounts Program. Fees are negotiable.
Fee Estimator
You can engage First Foundation Advisors for investment advisory services and financial planning. The annual investment advisory fee is based on a percentage of the market value of your assets under management. Fees are negotiable and may vary based on factors such as the amount of assets, portfolio composition, and complexity of the engagement. Stand-alone financial planning and consulting services are also available on an hourly basis, with rates negotiable up to $350 per hour. The firm generally requires a minimum asset base of $500,000 for investment advisory services.
Areas of Practice
Advisor Information
Office location
18101 Von Karman Avenue, Suite 700, Irvine, CA, 92612
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →