First Financial Group

FIRST Financial Group Corporation is a registered investment adviser based in Raleigh, North Carolina, providing personalized investment advisory services since 2012. The firm offers portfolio management, consulting, and financial planning services tailored to individual client needs. Portfolio management services include discretionary and non-discretionary options, with a focus on developing customized investment portfolios based on client risk tolerance and objectives. Clients may grant discretionary authority for investment decisions, allowing the firm to manage accounts and delegate to sub-advisors if needed. Portfolio consulting services offer tailored advice without executing transactions, while financial planning services involve comprehensive financial analysis and goal-setting. The firm primarily advises on mutual funds, equity securities, and various investment types based on client objectives. The fee structure for portfolio management and consulting services is asset-based, with fees negotiable based on individual circumstances. The firm does not accept performance-based fees or engage in side-by-side management. FIRST Financial Group Corporation emphasizes a fiduciary duty to act in clients' best interests, providing transparency on fees, compensation, and potential conflicts of interest. Clients are required to have a minimum account size of $325,000, which may be waived based on individual circumstances. The firm does not vote proxies on behalf of clients and does not engage in class action lawsuits on their behalf. Clients receive regular account reviews and reports, with fees applicable for additional reports. The firm maintains strict privacy policies to protect client information and operates under a fiduciary standard, ensuring recommendations are in clients' best interests.