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FEES

A simple, low-cost monthly fee for on-going investment management, retirement planning and advice as-needed.

WHAT WE DO FOR CLIENTS

$375 monthly fee

  • On-going investment management.
  • Personalized investment strategies.
  • Retirement planning.
  • Financial advice as-needed.
  • Portfolio transition services.
  • Investment strategies use low-cost index funds & ETFs from Vanguard, Dimensional Fund Advisors (DFA Funds) and iShares.
  • Rebalancing and tax optimization (asset location and tax-loss harvesting).
  • Online access to myFirstmetric client portal.
IT NEVER HURTS TO GET A SECOND OPINION

Let's get to know each other

Schedule a call today to see if we offer what you're looking for in a financial advisor.

If we can't help you we're always happy to point you in the right direction.