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FIRST LIGHT INVESTMENT ADVISORS is a reputable financial advisory firm that provides expert advice and guidance to clients in navigating their financial future. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals and gain financial security.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services to individuals and businesses
- Offers a range of financial services to cater to clients’ specific needs and goals
- Works with clients to develop tailored investment strategies for efficient wealth management
- Provides ongoing support and monitoring to ensure clients’ financial plans remain on track
- Committed to building long-term relationships with clients based on trust and transparency
Facts and Insights
FIRST LIGHT INVESTMENT ADVISORS is a registered investment advisory firm based in the United States. It was founded in 1990 and has been in business for over 30 years. Since its inception, the firm has grown to manage assets worth over $2 billion and has a team of over 25 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1990 | $2 billion | 25+ |
Financial Services Offered
FIRST LIGHT INVESTMENT ADVISORS offers a range of financial services to cater to the diverse needs and goals of its clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Wealth preservation
- Risk management and insurance
Client Types
The firm serves a wide range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Corporate executives
- Retirees
Fees & Compensation
FIRST LIGHT INVESTMENT ADVISORS charges a fee based on a percentage of a client’s assets under management. The firm has a minimum account requirement of $500,000, and fees are typically calculated as a percentage of assets under management, ranging from 0.75% to 1.25%. These fees may be negotiable depending on the complexity of a client’s financial needs.
Background
FIRST LIGHT INVESTMENT ADVISORS was founded by a team of financial professionals with extensive experience in the industry. The firm’s mission is to provide unbiased and personalized financial advice to help clients achieve their financial goals. The advisors at FIRST LIGHT INVESTMENT ADVISORS are committed to ongoing education and staying up-to-date on the latest market trends and strategies to best serve their clients.
Financial Advisor Disclosures to Know
FIRST LIGHT INVESTMENT ADVISORS is a registered investment advisory firm, meaning it must adhere to strict regulations and disclosures set by the Securities and Exchange Commission (SEC). Some important disclosures to note include the firm’s compensation structure and any potential conflicts of interest. Clients can find these disclosures in the firm’s Form ADV, which is publicly available on the SEC’s website.
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