First American Financial Advisors, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

First American Financial Advisors (FAFA) is a registered investment advisor providing investment advice to individuals, trusts, estates, corporations, and retirement accounts. FAFA may also provide financial planning and research services. FAFA is affiliated with Great American Investors, Inc. (GAI). Management and compliance of FAFA and GAI are under the control of Ted Colburn.

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%

Advisory fees may be negotiated, but will not exceed 3% of the account value.

Fee Estimator
Your Portfolio Value
$500K
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Location

4 Advisors at this firm