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

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.