First Financial Strategies Inc

First Financial Strategies, Inc. is an investment advisory firm established in 1988, based in Phoenix, AZ. The firm's primary focus is providing investment advisory services to clients, tailored to individual objectives, financial conditions, and risk tolerance. They manage accounts on a fully discretionary basis, formulating and implementing investment programs based on client needs. As of December 31, 2021, the firm had assets under management totaling $17,277,807, all in discretionary accounts. The typical fee structure involves charging 1% of assets under management, with potential discounts based on the client's portfolio nature. Clients are billed monthly or quarterly in arrears, with fees deducted directly from brokerage accounts or paid by the client. The firm does not charge performance-based fees. Minimum account size is typically $250,000, but lower amounts may be accepted at the firm's discretion. First Financial Strategies, Inc. utilizes a combination of technical and fundamental analysis methods to assess risks and opportunities in the capital markets. They offer investment advice on various types of securities and tailor portfolios to individual client needs and risk profiles. The firm's principals spend approximately 85% of their time managing other business ventures and 15% on investment advisory services. Clients receive detailed account statements and regular communication regarding their investments.