Overview
- Headquarters
- Swartz Creek, MI
- Total Firm Assets
- $300 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
Fee Disclosure
Source: ADV PART 2 BROCHURE (2026-02-06)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|
| $0 |
$1,500,000
|
0.60%
|
| $1,500,001 |
and above
|
0.00%
|
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|
| $1 million |
$6,000 |
0.60% |
| $5 million |
$9,000 |
0.18% |
| $10 million |
$9,000 |
0.09% |
| $50 million |
$9,000 |
0.02% |
| $100 million |
$9,000 |
0.01% |
Actual fees may vary; other investment costs may apply.
- High-Net-Worth Share of Firm Assets
- 35.54%
- Number of High-Net-Worth Clients
- 67
- Total Client Accounts
- 1,680
- Discretionary Accounts
- 1,680
Services Offered
Services:
Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 122408
View firm on SEC ↗
·
Current Form ADV (PDF) ↗
Frequently Asked Questions
Security First Financial's Form ADV discloses 0.60% on the first $1.5 million and 0.00% on assets above $1.5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #122408), Security First Financial is subject to fiduciary duty under federal law.
Security First Financial is headquartered in SWARTZ CREEK, MI.
Security First Financial serves 67 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
Security First Financial manages $300 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, Security First Financial serves high-net-worth individuals. View client details ↓