Customized Financial Services for Clients Throughout the US
Working with clients throughout the U.S. with locations in Florida and Maryland, the financial services we offer are customized to each client’s needs, goals, and desires. In general, Financial 1 Wealth offers three main levels of client service and fees based on investable assets or portfolio size, also called AUM or assets under management. Our minimum annual fee is typically around $12,500. These are just guidelines, be sure to speak with us about your situation.
Retirement Management
$1 million - $2 million
CFO (Chief Financial Officer)
$2 million - $25 million
Family Office
$25 million +
Tailored and Transparent Fee Structure
Our fees typically start at 1% for assets under management (AUM) above $1 million, decreasing as your wealth increases. Family Office clients (high-income / high-net worth) may work with us on a flat fee basis, or a combination of a flat fee and lower percentage of assets under management as agreed upon based on the complexity of services needed by the family.
All of our clients typically receive at least some of these services as part of their custom plan:
- Comprehensive financial and retirement plan with periodic reviews and adjustments
- Investment portfolio design, tax efficient investments
- Tax-advantaged estate planning, including wills, trusts, family foundations, family limited partnerships and other complex entities
- Insurance needs planning
- Income tax strategies and planning
- Charitable giving strategies for tax mitigation and estate planning
- Planning for life milestones (home purchase, retirement, etc.)
- Access to private and alternative investments
- Investment, tax, and legal advisor coordination with all stakeholders
Explore More About Our Services
At Financial 1 Wealth, every plan we develop is completely customized, with a host of services that can scale up or down as part of your plan. We work with people who’ve saved their whole lives for retirement, high income people who need advanced tax strategies, as well as federal employees. Learn more about some of the services we offer as an independent firm:
That’s why we built the Keep-More Wealth Plan™ — a simple, proven approach to help you:
Keep more of what you earn
Build reliable income for life
Protect your family’s future
