Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command charges an advisory fee, also referred to as a wrap fee, based on a percentage of your account's value. This fee covers investment advice, brokerage services, and administrative expenses. The advisory fee is non-negotiable. Fees are assessed monthly in advance based on the previous month's ending balance. The brochure mentions that FCBS may mark up certain fees assessed by Pershing, generating additional revenue for FCBS. The annual AMS Advisory Fee charged for FIP and SIP are the same. We will aggregate assets you have in FIP or SIP for purposes of qualifying for a lower Advisory Fee.
Areas of Practice
Advisor Information
Office location
1277 Kelly Johnson Blvd., Suite 260, Colorado Springs, CO, 80920
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alan owns A B COS LLC, created to open business accounts and provide liability protection, dedicating minimal time. He also volunteers as an Assistant Scoutmaster and serves on the Colorado Springs Chamber & EDC Small Business Advisory Committee, spending a few hours per week on each.