Firstline Financial LLC
Assets Under Management
$25.3M
Number of Clients
76
Number of Advisors
1
Average Client AUM
$333K
AUM per Advisor
$25.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FirstLine Financial LLC provides asset management services through determining investment goals, time horizons, and risk tolerance. They also offer financial planning and consulting services, including a comprehensive evaluation of an investor's current and future financial state.
Fee Structure
FirstLine Financial charges an annual asset management fee of no more than 2.0%. This fee is negotiable based on various factors. Financial planning services are offered based on an hourly fee of $125 per hour or a flat fee between $1,500 and $3,000. Fees for financial plans are billed 50% in advance with the balance due upon plan delivery.
Areas of Practice
Location
5635 N Scottsdale Road #170, Scottsdale, AZ, 85250