First Advisors National, LLC
Assets Under Management
$501.1M
Number of Clients
3,430
Number of Advisors
61
Average Client AUM
$146K
AUM per Advisor
$8.2M
Compensation
Fee-Only (AUM)
About This Firm
First Advisors National, LLC offers investment management services, asset allocation advice, and recommendations of third-party investment management platforms to individuals, corporations, and other business entities. They monitor third-party money managers and provide investment advice regarding various securities. They also offer non-fiduciary retirement plan consulting services.
Fee Structure
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%.
Areas of Practice
Location
1372 Peachtree Street Ne, Atlanta, GA, 30309