Plan First Wealth LLC
Assets Under Management
$120.4M
Number of Clients
100
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$40.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Plan First Wealth LLC specializes in providing cross-border advice to British expatriates living in the USA. Services include portfolio management based on individual client goals and financial planning for clients meeting specific criteria (waivable at the adviser's discretion). The firm primarily advises on mutual funds and ETFs, and offers consultancy on UK pension transfers.
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
Location
DE, United States