Carlos Francisco Uriarte

First Advisors National, LLC

12 Years of Experience

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Firm Information

First Advisors National, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

61 advisors

Number of Clients

3,430 clients

Average Client Portfolio

$146K average

Assets Under Management

$501.1M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

The firm charges a maximum annual advisory fee of 1.85% for investment management services. These fees are negotiable. Clients also pay fees charged by custodians (Goldman Sachs and Schwab), mutual funds, ETFs, and third-party money managers. Pontera platform has a separate subscription fee. Retirement plan consulting services are assessed at an annual rate of up to 1%.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

Hayden, AL

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Regulatory History (1)

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Financial

August 2017

Final

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Other Business ActivitiesSells Insurance

Carlos is an insurance agent with Columbia Financial Group since 2020 and a sole proprietor insurance agent since 2022. Each role requires about 10-20% of his time, with a few hours per week occurring during trading hours.