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Houston First Financial Group
How We Charge
Our Fee Structure
Initial Financial Planning Engagement Fee
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$1,000 for all new clients.
Minimum Investable Assets
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$250,000
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Note: If you have a 403(b) with TIAA CREF or Fidelity through your employer, you might be able to count this towards your minimum.
Clients with $250,000 - $400,000
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$1,500 annual recurring financial planning fee.
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1.00% AUM fee on all investable assets.
Clients with $400,000 - $1,000,000
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Initial $1,000 financial planning fee.
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1.00% AUM fee on all investable assets.
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No additional planning fee.
Clients with over $1,000,000
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Initial $1,000 financial planning fee.
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0.85% AUM fee on all investable assets.
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No additional planning fee.
Project-Based Planning
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Ranges between $1,500 and $4,000 depending on the scope of work.
Additional Information
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Commission-Based Products: Occasionally used in lieu of fee-based products, ensuring alignment with your best interests and financial goals.
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