Investors First Advisory Services Corp. is a leading financial advisory firm that specializes in providing expert financial advice to clients. With a team of experienced professionals, Investors First Advisory Services Corp. strives to help clients achieve their financial goals and make informed investment decisions.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services tailored to each client’s unique needs.
- Provides unbiased and objective advice to clients, putting their interests first.
- Utilizes a holistic approach to financial planning, considering the client’s entire financial picture.
Facts and Insights
Investors First Advisory Services Corp. has been in business for over 15 years, serving a diverse client base of individuals, families, and businesses. It currently has over $500 million in assets under management and employs a team of 10 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 15+ years |
Financial Services Offered
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
Client Types
Investors First Advisory Services Corp. serves a diverse range of clients, including:
- Individuals and families
- Businesses and corporations
- Non-profit organizations
- High net worth individuals
- Institutional investors
Fees & Compensation
Investors First Advisory Services Corp. operates on a fee-only model, meaning that it does not receive any commissions or kickbacks from investment products. As a result, clients can be assured that their financial advisor’s recommendations are solely based on their best interests. Fees are typically assessed as a percentage of assets under management.
Background
The team at Investors First Advisory Services Corp. is comprised of highly qualified professionals, with many holding advanced degrees and professional certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This demonstrates their commitment to providing clients with the highest level of expertise and service.
Financial Advisor Disclosures to Know
Investors First Advisory Services Corp. is committed to transparency and providing clients with all information necessary to make informed decisions. As part of this commitment, the firm discloses any potential conflicts of interest and any disciplinary actions or legal proceedings involving the firm or its advisors.