ClientFirst Wealth Management, LLC
ClientFirst provides financial planning and investment management.
We help clients identify and achieve realistic goals.
Each portfolio is designed and managed according to each client’s particular needs.
All clients work directly with a senior portfolio manager.
Our fee schedule is very reasonable and easy-to-understand.
There is no minimum account size although we have a minimum annual fee of $2,500.
Client retention is very high.
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.