Client First Investment Management Llc
Client First Investment Management LLC, based out of West Bend, WI, is a well-established local investment advisory firm dedicated to putting the needs of their clients first. With over 460 individual clients and more than $128,200,000 in assets under management, they have earned a solid reputation for delivering personalized financial solutions.
Operating from three offices, Client First Investment Management LLC offers comprehensive investment advisory services to a diverse clientele. Their expertise lies in managing assets derived from employer 401Ks and individuals, accounting for approximately half of their total assets unde...see more
Investment Professionals
9
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Other: CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS
Reviews for Client First Investment Management Llc
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