Client First Capital Solutions:
Wealth Management

Our Wealth Management service goes beyond advice-only planning. It includes everything provided in our advice-only service, plus the power of our proprietary investment strategy. With a focus on your goals, values, and long-term success, we offer two strategies that can be combined to create a highly customizable portfolio tailored to your unique financial needs.

CFC One Portfolio

The CFC One Portfolio is designed to adjust its investments proactively based on what’s happening in the market. If the market changes, we update the portfolio to match new trends and opportunities. When we make these adjustments, the amount of risk in the portfolio can go up or down. This means the portfolio doesn't always carry the same level of risk. The goal is to carefully manage risk while aiming for the best possible risk adjusted returns.

Defined Outcome Portfolio

The Defined Outcome Portfolio focuses on safer, short-term investments, usually lasting five years or less. It is built to be stable and predictable, which helps protect your money. Unlike the CFC One Portfolio, which changes its risk level based on the market, the Defined Outcome Portfolio keeps a steady, conservative approach. It aims to reduce risk and protect your savings while still working to earn consistent returns.

Tailored for You

Both portfolios are highly customizable to align with your personal financial goals, risk tolerance, and time horizon. Whether you seek growth through dynamic market opportunities or prefer a steady, conservative path, our investment management service is built to guide your wealth with care and precision.

Experience the confidence of knowing your investments are actively managed, strategically adjusted, and aligned with your long-term vision.

 

How Fees are Calculated

Fees are calculated using an AUM model (fees are based as a percentage of assets under management)

Tiered fee schedule as follows:

  • First $1.0M at 1.00%*

  • Next $5.0M at 0.75%

  • Next $10M at 0.50%

  • Next $20M at 0.35%

  • Thereafter at 0.25%

For total investable assets over $100M, please reference our Family Office services

*Minimum fee of $8,500

Our Approach to Fees: We are not a broker-dealer and do not take kickbacks, spreads, or other monetary compensation for the services we provide our clients outside of our fees. For wealth management services, we charge asset-based fees. For Medicare and Life insurance products we receive a commission.