CLIENT FIRST FINANCIAL ADVISORS, LLC
CLIENT FIRST FINANCIAL ADVISORS, LLC is a financial advisory firm dedicated to assisting clients in achieving their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized and comprehensive financial planning services to clients across the country.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial planning services
- Focuses on clients’ individual needs and goals
- Provides unbiased and objective advice
- Employs a team of experienced and knowledgeable advisors
- Dedicated to putting clients first
Facts and Insights
CLIENT FIRST FINANCIAL ADVISORS, LLC was founded in 2008 and has been serving clients for over a decade. They currently manage over $500 million in assets and have a team of 25 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Over 10 years |
Financial Services Offered
CLIENT FIRST FINANCIAL ADVISORS, LLC offers a wide range of financial services, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance analysis
- Education planning
Client Types
CLIENT FIRST FINANCIAL ADVISORS, LLC serves a diverse range of clients, including individuals, families, and small businesses. They believe in providing personalized services to meet the unique needs of each client.
Fees & Compensation
CLIENT FIRST FINANCIAL ADVISORS, LLC follows a fee-based compensation model. This means that they charge a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’, as their compensation is tied to the performance of the clients’ investments.
Background
The team at CLIENT FIRST FINANCIAL ADVISORS, LLC has years of experience in the financial industry and is dedicated to helping clients achieve their financial goals. They have a fiduciary duty to act in the best interest of their clients and are committed to providing unbiased and objective advice.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, CLIENT FIRST FINANCIAL ADVISORS, LLC is required to disclose any relevant information that may impact their clients. This includes any potential conflicts of interest, fees, and disciplinary actions. They strive to maintain transparency and open communication with their clients.