CIientFirst Wealth Management utilizes in retirement income strategies that maximize income without sacrificing opportunities for growth. The typical account is over $2,000,000 and most clients are either retired or nearing retirement. Client retention is very high and references are available upon request. Minimum account size is $500,000.
Why work with ClientFirst?
If you are an Arkansas resident, you may be particularly interested in the All-Arkansas portfolio featuring tax-free bonds issued by various municipalities around the state of Arkansas that you will surely recognize.
Your customized, portfolio features monthly income free of federal as well as state income taxation.
Separately- managed accounts of Arkansas "muni" bonds designed to meet your individual needs--bonds with stated final maturities that guaranty return of principal, unlike bond funds.
At ClientFirst, you always have the flexibility to custody your bonds wherever you wish.
Financial advisors typically charge a blended rate for the management of your entire portfolio. This can lead to inflated fees for fixed-income management, which should be considerably lower than fees charged for managing equities.
ClientFirst's management fees vary depending upon your individual needs as well as the value of your account. You will be amazed at how much you can save and be able to have direct access to your fixed-income manager.