First Affirmative Financial Network LLC
Assets Under Management
$956.1M
Number of Clients
2,316
Number of Advisors
10
Average Client AUM
$413K
AUM per Advisor
$95.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
First Affirmative Financial Network provides values-aligned investment advice and financial planning services. They offer discretionary investment management through Network Advisors, incorporating values-based criteria. Services include financial planning, OCIO services, and access to third-party custodial platforms. They also offer retirement plan consulting and model portfolio management.
Fee Structure
First Affirmative primarily earns fees from discretionary investment management, based on assets managed. Fees for Network Advisors or Sub-Advisor services are additional. Accounts at Apex and Goldman Sachs are wrap fee programs, bundling First Affirmative, Network Advisor, and custodial fees. Fees are tiered and calculated quarterly using the average daily balance. Minimum account sizes apply for certain account types. Financial plans developed by Network Advisors who are not IARs are not supervised by First Affirmative.
Areas of Practice
Location
5475 Mark Dabling Boulevard, Suite 320, Colorado Springs, CO, 80918
