First Investment Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,766,144
Total clients
228
12% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
76
Average account size
$279,676
Client services
Fee options
$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.45% $2,000,000 - $2,999,999: 1.40% $3,000,000+: 1.35%
Commissions earned from sale of insurance products and 12b-1 fees from Class A and Class C mutual funds by dually registered representatives
$150 per hour for financial planning and consultation services (minimum 4 hours)
Account minimum: $2,500 Minimum fee: $600 minimum advisory fee for services (4 hours at $150/hour) Fee-only: Financial planning and hourly consultation services at $150 per hour (minimum 4 hours, typically not exceeding $1,500)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
First Investment Corporation
307 Se Frank Phillips Blvd.
Bartlesville OK 74003, United States
Number of offices
1
Forms ADV
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