How is Clientfirst Different?
Clientfirst is an independent, fee-only registered investment adviser. Our sole source of compensation is quarterly fees paid by clients. Clientfirst is a "fiduciary". This means that we have a legal obligation to always act in your best interests. Brokers typically have no such obligation. Clientfirst has no salespersons. You work directly with your portfolio manager eliminating a layer of expenses. The savings are passed onto you.
Although we maintain clearing and custody relationships with T.D. Ameritrade as well as Raymond James, clients may hold their assets wherever they wish.
We specialize in affordable, customized investment management for individuals, trusts, and financial institutions.
Clientfirst offers great flexibility in accommodating clients' needs. Clients that need investment advice, customized, comprehensive financial planning and investment management pay one low fee. Clients needing only investment management, for instance, pay an even lower fee.
Clientfirst has a client retention-rate of 99% and was selected as one of The Ten Most Dependable Wealth Managers of the Southeast U.S. by Goldline Research, as seen in the Setember 29th, 2008 issue of Forbes Magazine.
Clientfirst has over $140 million in assets under management.
