Brian Francis Callaghan

First Advisors National, LLC

4 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

South Elgin, IL

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Regulatory History

Clean regulatory record

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.

Other Business Activities

Brian is involved with CIH Consulting, a commodities consulting business in Chicago, providing client services. This activity, which is not investment-related, takes nearly full-time hours.