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First Fiduciary Investment Counsel Inc. is a leading financial advisory firm that specializes in providing top-notch investment counsel and wealth management services to its clients. With a team of experienced and knowledgeable advisors, the firm has established itself as a go-to expert in the field of wealth management and financial planning.
How does the advisor help clients – Key Takeaways:
- Expert investment counsel
- Tailored wealth management strategies
- Comprehensive financial planning services
Facts and Insights
First Fiduciary Investment Counsel Inc. has been in business for over two decades, providing financial guidance and services to individuals, families, and businesses. The firm follows a fiduciary standard, which means that they always act in the best interest of their clients, putting their needs and goals at the forefront of every decision. This approach has helped the firm build a strong reputation and loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
The advisors at First Fiduciary Investment Counsel Inc. offer a wide range of financial services to help their clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, education planning, and risk management.
Client Types
The firm works with a diverse group of clients, including high-net-worth individuals, business owners, retirees, and young professionals. Each client is treated with the utmost care and attention, as the advisors strive to understand their unique financial needs and develop a tailored plan to meet their goals.
Fees & Compensation
First Fiduciary Investment Counsel Inc. operates on a fee-based structure, meaning that their fees are based on a percentage of the assets under management. This aligns the firm’s interests with their clients’, as they only make money when their clients’ investments grow. This also eliminates any potential conflicts of interest that can arise from commission-based compensation.
Background
The advisors at First Fiduciary Investment Counsel Inc. have a combined experience of over 50 years in the financial planning industry. They are highly qualified and hold various industry certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise enables them to provide sound financial advice and deliver excellent results for their clients.
Financial Advisor Disclosures to Know
As a fiduciary, First Fiduciary Investment Counsel Inc. is required to disclose any potential conflicts of interest to their clients. They also have a strict code of ethics, ensuring that their advisors act with integrity and honesty at all times. In addition, the firm provides transparency in their fee structure and any potential risks associated with their recommended investments.