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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
First Fiduciary, in its sole discretion, may agree to charge an investment advisory fee different from its standard fee schedule. First Fiduciary may charge an annual minimum fee.
Fee Estimator
First Fiduciary charges a fee based on a percentage of assets under management. The standard fee schedule is 1.00% on the first $1,000,000; 0.75% on the next $2,000,000; 0.60% on the next $7,000,000; and 0.50% on the remaining balance. They may charge an annual minimum fee. Wealth management planning and cash flow analysis typically ranges from $1,000 to $5,000, determined on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
6100 Oak Tree Blvd. Suite 185, Cleveland, OH, 44131
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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