About FOUNDERS FIRST ADVISORS, LLC
Founded in 2008, FOUNDERS FIRST ADVISORS, LLC is a leading financial advisory firm that provides comprehensive financial services to individuals and businesses. The firm operates on the principle of putting the needs of its clients first and strives to provide exceptional service and advice.
How Does the Advisor Help Clients – Key Takeaways:
- Provides comprehensive financial services to individuals and businesses
- Operates on the principle of putting client needs first
- Committed to providing exceptional service and advice
Facts and Insights
FOUNDERS FIRST ADVISORS, LLC has a team of experienced and knowledgeable financial experts who help clients achieve their financial goals. The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. The firm prides itself on its personalized approach to financial planning, taking into consideration each client’s unique needs and goals.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 25 |
| 2009 | $600 million | 30 |
| 2010 | $700 million | 35 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Business planning
- Insurance planning
- Education planning
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, small business owners, young professionals, and retirees. FOUNDERS FIRST ADVISORS, LLC understands that each client has unique financial needs and tailors its services accordingly.
Fees & Compensation
FOUNDERS FIRST ADVISORS, LLC believes in being transparent about its fees and compensation structure. The firm charges a percentage of assets under management for its investment management services, while other services are offered on a fee-for-service basis. The firm does not receive any commissions, ensuring its services align with the best interests of its clients.
Background
FOUNDERS FIRST ADVISORS, LLC was founded by a team of experienced financial professionals who saw the need for a client-centric advisory firm. The firm has grown over the years, and its team of advisors has extensive experience in the financial industry, ensuring clients receive top-notch advice and service.
Financial Advisor Disclosures to Know
As a registered investment advisor, FOUNDERS FIRST ADVISORS, LLC is required to disclose any potential conflicts of interest to its clients. This includes any compensation received from third-party companies or products recommended to clients. The firm believes in full transparency and strives to always act in the best interest of its clients.