Plan First Wealth LLC

Plan First Wealth LLC, established in January 2018 as Taylor and Taylor Financial Services USA LLC and rebranded in 2022, specializes in providing cross-border financial advice to British expatriates in the USA. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Investment decisions are made in accordance with fiduciary duties, ensuring fair and equitable treatment of clients. Services include lifestyle financial planning, addressing various financial aspects such as retirement, education, and estate planning. PFW focuses on long-term trading strategies based on modern portfolio theory, aiming to maximize returns for a given level of risk. Clients have the option for discretionary or non-discretionary investment management. The firm charges a 1.00% annual management fee for US-based accounts and 1.25% for non-US accounts, with additional fixed fees for financial planning and account setup. PFW does not engage in block trading and provides services to British expatriate individuals with a minimum investment of $250,000. The firm acts as a fiduciary and does not receive compensation for the sale of investment products, ensuring client interests are prioritized. Clients have the option to work with third-party advisers for additional services, and PFW maintains a Code of Ethics to guide its operations.