You'll always know what you pay us!

Our fees are simple to understand.

Our fees are NOT based on the value of your assets.

A simple low-cost fixed monthly fee.

$495 monthly fee.

For on-going investment management, retirement planning and financial advice as-needed.

Ongoing Investment and retirement planning.
Investment management use low-cost index funds & ETFs from Vanguard, Dimensional Fund Advisors (DFA Funds) and iShares.
Personalized investment strategies and portfolio transition services to minimize taxes.
Rebalancing and tax optimization (asset location and tax-loss harvesting).
Financial advice as-needed.
Online access to myFirstmetric client portal.

It never hurts to get a second opinion.

Let's get to know each other.