Are you still using a salesperson for wealth management? Why you should insist on a fiduciary.
Paying an advisor to choose funds or managers and wonder why returns aren’t higher?
Mutual funds have hidden annual fees of 2% or more! Compare to ClientFirst’s low-cost indexing approach.
70% of investors change advisors when they near retirement - choose a retirement specialist.
Save up to 70% compared to brokerage firms. Call today for a free comparison.
ClientFirst Wealth Management, LLC. is an independent fee-only registered investment advisor (RIA) providing financial planning and investment management. We manage over $200 million in customized portfolios for individuals and financial institutions.
Our sole source of compensation is client fees. We do not accept commissions or any other form of third-party payments, so you can count on objective advice. ClientFirst has a full time fiduciary legal obligation to every client. We focus on wealth preservation. Extensive experience managing fixed-income securities fortifies this approach and differentiates us from other firms.