Values First Advisors is an independent registered investment advisor founded in 2009, with offices in Tennessee and Florida. Values First Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and charitable organizations. A core focus of the firm is Biblically Responsible Investing, which applies faith-based screening processes to align investments with scriptural guidelines by avoiding companies involved in controversial areas while supporting those that add value to society. Portfolios are constructed using individual stocks, bonds, exchange-traded funds, mutual funds, and money market investments, managed either directly by Values First Advisors or through third-party managers and custodians such as Charles Schwab and Goldman Sachs Custody Solutions. Values First Advisors collaborates with clients to build personalized financial plans covering retirement, insurance, taxes, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Primary schedule represents Schwab custodial accounts. Accounts held at Goldman Sachs Custody Solutions have separate allocation fees ranging from 0.40% to 1.25% plus sub-advisory and custodial fees. A $100 monthly minimum fee applies.