First Financial Group
Assets Under Management
$272.8M
Number of Clients
423
Number of Advisors
4
Average Client AUM
$645K
AUM per Advisor
$68.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FIRST Financial Group Corporation offers personalized investment advisory services including portfolio management (discretionary and non-discretionary), portfolio consulting, and financial planning. Investment advice is tailored to meet clients' needs and objectives. They may use sub-advisors to assist with portfolio strategy.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Portfolio management and consulting fees are based on a percentage of assets managed, ranging from 1.00% to 2.00% annually, billed quarterly in advance. Financial planning fees include a $3,500 broad-based plan, a $4,000 annual retainer, and general consulting at $500/hour (negotiable). A minimum of $325,000 is generally required to open an advisory account, but this may be waived. Sub-advisory fees may range up to 0.35% annually.
Areas of Practice
Location
1100 Logger Ct, #B101, Raleigh, NC, 27609