Carl Enrique Grande

First Advisors National, LLC

8 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

440 E. Route 66, Glendora, CA, 91740

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Regulatory History (2)

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Regulatory

May 2014

Final

Criminal

June 2006

Final Disposition

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Other Business ActivitiesSells Insurance

Carl is the CEO of CG Financial, an insurance and financial services company. This investment-related activity takes about half of Carl's time.