FEES

A simple, low-cost fixed fee for personalized investment management, retirement planning and on-going advice.

INVESTMENT MANAGEMENT & ADVISORY SERVICES

$375 FIXED MONTHLY FEE

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

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.