First Choice Financial Services (FCF) refers clients to third-party money managers, receiving a referral fee. FCF acts as a liaison between the client and the money manager, assisting with paperwork, providing ongoing service, and reviewing statements. FCF also offers estate planning support services, assisting clients with reviews, gathering information, and coordinating with unaffiliated companies or attorneys for basic estate plans.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
First Choice Financial Services refers clients to third-party money managers. The fees for these managers vary and will be disclosed to you before you sign an agreement. First Choice Financial Services receives a portion of the money manager's fee as a referral fee.
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