First Foundation Advisors
Assets Under Management
$5.4B
Number of Clients
1,377
Number of Advisors
24
Average Client AUM
$4.0M
AUM per Advisor
$226.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
First Foundation Advisors provides discretionary and non-discretionary investment advisory services, and financial planning and consulting services. They allocate assets based on client investment objectives. They may recommend unaffiliated independent investment managers and private investment funds. They also offer advice on cryptocurrency investments, but do not exercise discretionary authority to purchase them.
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
Location
18101 Von Karman Ave, Suite 700, Irvine, CA, 92612-1051