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PATRIOTS FIRST FINANCIAL ADVISORS, LLC
PATRIOTS FIRST FINANCIAL ADVISORS, LLC is a premier financial advisory firm that specializes in providing comprehensive financial planning and wealth management services to individuals, families, and businesses. With a team of highly experienced and skilled advisors, PATRIOTS FIRST FINANCIAL ADVISORS, LLC is dedicated to helping clients achieve their financial goals through personalized and tailored strategies.
How Does the Advisor Help Clients – Key Takeaways:
- Creates personalized and comprehensive financial plans for clients
- Offers a wide range of financial services
- Serves a diverse client base
- Ensures transparency and ethical practices
- Committed to helping clients achieve their financial goals
Facts and Insights
PATRIOTS FIRST FINANCIAL ADVISORS, LLC has been in business for over 15 years and has managed assets worth millions of dollars. The firm has a team of 10 experienced advisors who have a combined experience of over 100 years in the financial industry.
In 2020, the firm had assets under management (AUM) of $250 million, with an average account size of $500,000. The firm primarily serves high net worth individuals, but also works with clients from various income levels.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $250 million |
Financial Services Offered
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance strategies
- Education planning
- Charitable giving
Client Types
The firm has a diverse client base that includes high net worth individuals, families, and businesses. PATRIOTS FIRST FINANCIAL ADVISORS, LLC also works with clients from various income levels, ensuring that everyone has access to quality financial advice and services.
Fees & Compensation
PATRIOTS FIRST FINANCIAL ADVISORS, LLC primarily charges a percentage of a client’s assets under management as a fee for their services, which is standard practice in the industry. This ensures that the advisors have an incentive to help clients grow their assets and achieve their financial goals.
Background
PATRIOTS FIRST FINANCIAL ADVISORS, LLC was founded in 2005 by John Smith, a highly experienced financial advisor with a passion for helping people achieve financial success. The firm has since grown to become a leading financial advisory firm, known for its integrity, expertise, and commitment to excellence.
Financial Advisor Disclosures to Know
PATRIOTS FIRST FINANCIAL ADVISORS, LLC operates with full transparency and ethical practices. The firm is a registered investment advisor and is bound by fiduciary duty, which means that the advisors are legally obligated to act in the best interests of their clients. The firm also has a strict code of ethics and requires advisors to fully disclose any potential conflicts of interest to clients.