First Command Advisory Services offers personalized financial planning, investment management, and wrap fee advisory programs for individuals and families. The firm helps clients build long-term saving and investing strategies through face-to-face financial coaching and customized portfolio management. Services range from complimentary financial plans for active-duty service members to comprehensive wealth management programs like Partners, Foundations, Select, Premier Income, and Elite. These programs utilize model portfolios composed of mutual funds, exchange-traded funds, and third-party managers tailored to various risk profiles. First Command Advisory Services emphasizes a disciplined, long-term approach to asset allocation and risk management, supported by affiliated brokerage, banking, and insurance services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.