Client 1st Advisory Group

Client 1st Advisory Group LLC, established in March 2013, is a registered investment advisor offering personalized financial planning and portfolio management services to individuals, trusts, estates, organizations, and corporations. The firm's investment management services involve creating customized asset allocation strategies using various investment vehicles such as ETFs, mutual funds, stocks, bonds, and alternative investments. The minimum account size for investment management is $1,000,000, with the option to waive this requirement. Client 1st also sponsors a wrap fee program for comprehensive investment management services. Fees for investment management are billed quarterly in advance and range up to 1.50% of the account value. Additional management fees may apply for direct management of held-away assets. Financial planning services are offered at an annual fee, flat fee, or hourly rate. The firm does not charge performance-based fees and acts as a fiduciary, providing investment advice in clients' best interests. Client 1st does not vote proxies on behalf of clients and does not have any disciplinary events to report. The firm emphasizes risk management and offers a range of investment strategies tailored to clients' goals and risk tolerance. Client 1st does not have custody of client securities and uses Charles Schwab as the qualified custodian. The firm has no financial commitments that would impair its ability to meet client obligations.