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Client First Investment Management LLC

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Total assets under management

$184,382,938

More info

Total clients

583

7% high-net worth

Total advisors

6

of 16 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

97

Average account size

$316,266

Client services

Financial planning Portfolio management
Consulting services, asset allocation and investment selection to plan participants

Fee options

Fixed

Fixed fees ranging from $250 to $3,000 for financial plans and consulting projects

Percentage

<$100,000 - $100,000: 2.50% / yr >$100,000 - $1,000,000: 2.00% / yr >$1,000,000 - $10,000,000: 1.75% / yr >$10,000,000 - $100,000,000: 1.625% / yr >$100,000,000+: 1.5625% / yr

Commissions

Insurance commissions earned separately from advisory fees

Project-based

$200 per hour

Subscriptions

Flat monthly rate $49.95 (negotiable) for asset allocation and investment selection services

Other

Fee-only: Hourly fee at $200 per hour; Fixed fees $250 to $3,000 for financial plans and consulting projects; Flat monthly rate $49.95 for asset allocation services (negotiable)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Client First Investment Management LLC

215 N. Main Street, Suite 1040

West Bend WI 53095, United States

Number of offices

2

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 262-335-1700

Advisors at this firm

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David Z

Series 65

West Bend, WI

Client First Investment Management LLC
user avatar

Cade M

Series 65

West Bend, WI

Client First Investment Management LLC
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Logan D

Series 65

West Bend, WI

Client First Investment Management LLC
user avatar

Ian M

Series 63, Series 65

Charlotte, NC

Client First Investment Management LLC
user avatar

Bradley D

Series 65

West Bend, WI

Client First Investment Management LLC
user avatar

Justin K

CFP®, Series 63, Series 65

West Bend, WI

Client First Investment Management LLC
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Paul Z

Series 65

West Bend, WI

Client First Investment Management LLC
user avatar

Kevin F

Series 65

West Bend, WI

Client First Investment Management LLC
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