We believe that the investment advice and guidance that most physicians receive is typically not in their best interests and is often plagued with high cost investment products that don’t match their financial and investment goals. At Firstmetric we are the complete opposite. We are a fiduciary, which means we act in your best interests with our time-tested and disciplined investment philosophy using index funds, low-cost advisor fees and personalized investment strategies and advice tailored to fit your personal situation. If you’re not happy, we’re are not happy. If, for any reason, you’re not completely satisfied with your relationship with Firstmetric, we will work with you to make things right and get you back to 100% happiness, up to, and including waiving your management fees for the next 90 days. Click here to let us prepare an investment plan for you at no cost or obligation.
- Services: Financial planning, investment management
- Fee Structure: Flat-fee
- Location: Troy, MI
- First Metric Financial Advisor Application, ADV2
- Website, [email protected], (800) 801-6855
Our annual fixed flat fee is $2,500. The fee is paid quarterly in the amount of $625/quarter.