First American Financial Advisors, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$11M
Clients11
Advisors4
Avg. per Client$1M
Avg. per Advisor$2.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee is 1% annually, but fees are negotiable and may range up to 3% based on circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm