You'll always know what you pay us!

Our fees are simple to understand.

Our fees are NOT 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 Vanguard, Dimensional Fund Advisors (DFA Funds) and iShares.
  • 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.

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