Just the facts...

Who are we?

• FirsTrust, LLC: originated in Orlando Florida in 1997.
• Fee-only financial advisors and investment managers.
• Registered Investment Advisor: U.S. Securities & Exchange Commission
• Currently owned and operated by its advisors.
• Each advisor has advanced credentials and experience.
• Licensed to charge a fee for services. No sales licenses.
• Advisors’ former employment includes major Wall Street firms.

Who have been FirsTrust clients?

• Those of modest means.
• The “mass affluent”.
• The world-famous wealthy.
• Primarily affluent retirees and those who aspire to become one.
• Consumers seeking trustworthy financial guidance.
• Retirees seeking a consistent, tax efficient income without running out of money.
• Growing families seeking to achieve short-term, mid-term and long-term financial objectives.

 

Why do people choose FirsTrust?

• Deeper expertise, broader choices, greater fiduciary loyalty and lower overall costs.
• No sales licenses like 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.

 

 

 

 

What does FirsTrust do?

• Investing to achieve clearly defined objectives with minimal taxes, risks and costs.
• Comprehensive financial planning.
• Retirement income planning for consistency and tax efficiency.
• Strategic tax planning.
• Trust & Estate planning.

 

Where are we located?

• Corporate office: Daytona Beach, Florida.
• Satellite offices: Orlando, Tampa, Boca Raton, The Villages and Sarasota.

Where are FirsTrust clients located?

• Most clients are in Central Florida.
• Many across the country.
• Some international.

 

 

 

 

When are FirsTrust’s recurring activities?

• Our corporate office is open Monday - Friday from 9-5, excluding holidays.
• Our advisors are accessible by clients every business day, sometimes on weekends.
• Our advisors prefer to meet with clients for quarterly reviews.
• Our FinancialTeam collaborates every Monday morning about client issues and activities.
• Service fees are payable quarterly, in advance.
• When can I request more information? Now.