You'll always know what you pay us!
Our fees are simple to understand.
Our fees are
based on the value of your assets.
A simple low-cost fixed monthly fee.
$495 monthly fee.
For on-going investment management, retirement planning and financial advice as-needed.
Ongoing Investment and retirement planning.
Investment management use low-cost index funds & ETFs from
Dimensional Fund Advisors
(DFA Funds) and
Personalized investment strategies and portfolio transition services to minimize taxes.
Rebalancing and tax optimization (asset location and tax-loss harvesting).
Financial advice as-needed.
Online access to myFirstmetric client portal.
It never hurts to get a second opinion.
Let's get to know each other.
Investment management and retirement planning for a low-cost fixed monthly fee.
Who We Are
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