First Advisors National is an investment advisory firm that helps clients meet their financial goals by recommending asset allocation strategies, individual securities, and third-party investment management platforms. First Advisors National evaluates external money managers to ensure their strategies align with client objectives and risk tolerance, maintaining ongoing monitoring of accounts. The firm utilizes discretionary or non-discretionary authority based on client preferences. Additionally, First Advisors National offers account aggregation through third-party platforms like Pontera to provide advice and asset allocation for retirement savings accounts. The firm also provides non-fiduciary plan consulting services to retirement plan participants, offering general education regarding investment options and fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable up to a maximum of 1.85% per year. Fees exclude transaction fees, account maintenance fees, and administrative costs.