First American Financial Advisors is a registered investment advisor that provides investment management and financial planning services to individuals, trusts, estates, and corporations. The firm operates as an affiliate of Great American Investors, a broker-dealer owned by Edward N. Colburn, Jr. Investment management services are provided on a discretionary basis, meaning the firm makes trades on behalf of clients based on their stated goals and risk tolerance. First American Financial Advisors primarily uses technical and fundamental analysis to guide investment decisions. In addition to managing investment portfolios, the firm offers financial planning services covering retirement, college savings, and general financial research. Clients can also access brokerage and transactional services through the affiliated broker-dealer.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1% annually, but fees are negotiable and may range up to 3% based on circumstances.