Just the facts...

 

 

 

 

 

 

 

 

 

 

 

Who are traditional FirsTrust clients?

• Affluent retirees - and those who aspire to become one. 
• Families with at least $1 million of investments to manage.
• People who recognize the trustworthiness of a Fee-only fiduciary.
• People who value competence that comes from higher education and experience.
• Retirees seeking a consistent, tax efficient income.
• Families of significant wealth

Who are we?

• FirsTrust originated in Central Florida in 1997.
• Advisor owned and operated. 
• SEC-registered financial advisors and investment managers.
• FinancialTeam Advisors have advanced financial certifications and 10 to 35+ years of experience.
• Advisors have undergraduate and master degrees in economics, finance, tax and law.
• Advisors complete an average of 25 credit hours of continuing education every year to remain fluent in their fields. 
• Most members of our FinancialTeam have worked together for 20+ years.
• Former large-corporation advisors who would rather serve than sell. 

 

 

How to confidently choose a Financial Advisor: let common sense be your guide!

• Buyer Beware!

• Compare our fees - backgrounds - how we get paid - and our 1-page Service Agreement.

• No sales pitches! Ask questions, meet / speak / video with the experts, and evaluate our service(s).

• Be fully informed!   What to look for.    What to avoid!. 

How we approach investment management.

• We work with you to create a risk-informed, cost-effective, tax-efficient portfolio based upon your goals.
• Keep your accounts where they are, or consider using a low-cost custodian (i.e. Charles Schwab & Co., Inc.)*

How we approach financial planning.  

• This 2-minute video explains how we create and monitor your comprehensive financial plan.
• Meet / speak / video with your FinancialTeam advisor(s) quarterly for consolidated progress reports.

 

 

What services do we provide?

Personal Financial Planning: Comprehensive retirement, tax, estate planning and investment advice (you manage the investments.)

• Dedicated, experienced, fiduciary financial advisor.
• Flat quarterly fee - no hidden charges.
• Personal Financial Website.  
• Quarterly progress reviews with your Advisor.

Private Wealth Management: Personal Financial Planning (above) plus Investment Management:

• Overseen by our Chief Investment Officer
• Managed for tax-efficiency
• Invested for cost effectiveness
• Managed for risk awareness
• Personal Financial Website.
• Quarterly progress reviews, consolidated performance reporting and tax management reporting.

      Optional: 

• Strategic Tax Management service is also available.
• Advanced Trust & Estate service is also available. 
• Quarterly fee is based upon services chosen: as a percentage of assets, fixed percentage fee or flat fee. 

Family Office FinancialTeam: 

• Comprehensive Financial Planner.
• Tax Planning Specialist.
• Advanced Trust & Estate Advisor.
• Chief Investment Officer.   
• Quarterly fee determined by scope of services requested.

What is the FirsTrust difference?

• Independence: Your choices should never be limited to a brokerage menu of pay-to-play investments. 
• Objectivity: A "fiduciary" financial advisor should never be influenced by commissions, kick-backs, bonuses or incentives.
• Expertise: Expert financial guidance is never provided by rookies. 

 

 

Where are our offices located?

• Daytona Beach: 113 Executive Circle, Daytona Beach, FL 32114   (386) 788-3737
• Orlando: 121 S. Orange Ave., #1500, Orlando, FL 32801   (407) 859-4334
• Tampa: 3030 North Rocky Point Dr., #150, Tampa, FL 33607   (813) 874-7200
• Boca Raton: 2385 Executive Center Dr., #100, Boca Raton, FL 33431   (561) 477-3232
• Sarasota: 1990 Main Street, #750, Sarasota, FL 34236   (941) 718-4747

Where are FirsTrust clients located?

• Most are in Florida.
• Many are across the country.
• Some have been international.

Where are the clients' accounts held?

• Any major financial institution of their choice (preferably a discount custodian).
• 401(k) plans at their employer. 

 

 

Why do people choose FirsTrust?

• Deeper expertise, broader choices, and lower overall costs.
• No sales licenses like most other “fiduciary” advisors.
• Independence from bank and brokerage conflicts of interest and profit agendas.
• Greater personal attention and customized financial solutions.
• Competitive fees based upon the scope and complexity of services.

 

 

When are FirsTrust’s recurring activities?

• Our traditional office hours are Monday - Friday from 9-5, excluding holidays.
• When can I request more information? Now. 

* FirsTrust, LLC ("FirsTrust") is a federally (SEC) registered investment advisor (RIA) located in Florida. Registration does not imply an endorsement by the SEC.  These materials have been independently produced by FirsTrust; we are independent of, and have no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. FirsTrust provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.