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FEES

One simple, low-cost fixed flat fee for full-service investment management and financial advice regardless of the size of your investment accounts.

INVESTMENT MANAGEMENT & ADVISORY SERVICES

$875 QUARTERLY FEE

  • Ongoing full-service investment management.
  • Personalized investment and financial advice.
  • Investment and retirement planning.
  • Portfolio transition services.
  • Low-cost index fund strategies using investments 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.
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WHAT DO YOU HAVE TO LOSE?

Schedule a call today to see if we're able to assist you with your investment management and advice needs.

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