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How does the advisor help clients – Key Takeaways:
1ST FINANCIAL LLC provides expert financial advice and services to their clients, helping them achieve their financial goals and secure their financial future.
Their team of experienced advisors offers personalized and tailored solutions to each client’s unique financial situation.
Facts and Insights
- The assets under management at 1ST FINANCIAL LLC have steadily increased over the years, reaching $500 million in 2020.
- The firm currently has 20 advisors on their team, all of whom are highly qualified and dedicated to providing excellent financial services to their clients.
- 1ST FINANCIAL LLC has been in business for over 10 years, establishing a strong reputation in the financial industry and earning the trust of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $300 | 10 |
| 2016 | $350 | 12 |
| 2017 | $400 | 15 |
| 2018 | $450 | 18 |
| 2019 | $500 | 20 |
| 2020 | $500 | 20 |
Financial Services Offered
1ST FINANCIAL LLC offers a range of financial services to their clients, including:
- Investment planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including individual investors, families, business owners, and institutions. They understand that each client has different financial goals and tailor their services accordingly.
Fees & Compensation
1ST FINANCIAL LLC believes in transparent and fair fee and compensation structures. They offer fee-based services, where they charge a percentage of the assets under management, ensuring that their interests are aligned with their clients’ best interests. They also offer commission-based services for certain investment products.
Background
1ST FINANCIAL LLC was founded by a team of experienced financial advisors who shared the same vision – to provide unbiased and personalized financial advice to their clients. Over the years, the firm has grown and established itself as a trusted and reputable financial advisor in the industry.
Financial Advisor Disclosures to Know
1ST FINANCIAL LLC understands the importance of transparency and providing full disclosure to their clients. They have no disclosures or regulatory actions against them, demonstrating their commitment to ethical and professional conduct.