Investment Management in Sarasota
Fee-only fiduciary advisors serving Sarasota. No commissions. No conflicts. Just advice that puts your interests first.
Sarasota's retirees deserve investment management that works for them—not for a brokerage's bottom line. FirsTrust's CFA-led team manages portfolios for Gulf Coast families with a disciplined, tax-aware approach that prioritizes your long-term outcomes over short-term noise. Whether you're drawing retirement income from Longboat Key or growing wealth in University Park, our fee-only model means your investments are never influenced by commissions or product incentives.
The FirsTrust Difference
Why Choose a Fee-Only Advisor in Sarasota?
When it comes to investment management, the advisor you choose matters. Here's what sets us apart.
100% Fee-Only
No Commissions, Ever
We're compensated directly by our clients—never by commissions, referral fees, or product sales. This eliminates conflicts of interest that can compromise your financial future.
Fiduciary Standard
Your Interests First
As registered investment advisors, we're legally bound to put your interests ahead of our own. This is the highest standard of care in the financial industry.
Transparent Fees
No Hidden Charges
You'll always know exactly what you're paying. Our fees are clearly disclosed upfront—no surprises, no fine print, no games.
CFP® & CFA® Certified
Proven Expertise
Our advisors hold the most rigorous credentials in financial planning and investment management—backed by years of education and experience.
Ready to work with advisors who put you first?
Schedule a CallHow We Manage Your Portfolio
Your plan leads; the portfolio follows. We design, transition, and maintain your investments with clear rules, low friction, and steady execution.
Plan-Aligned Blueprint
After we clarify your spending goals within your financial plan, the return needed to fund them, along with your existing investments, becomes the basis for your investment policy statement—a written framework for managing your portfolio.
Tax-Aware Portfolio
We understand taxes can be a significant drag on net returns, so we seek to offset taxable gains by harvesting losses, minimize the tax bite on cash flows, and strategically position assets in taxable/non-taxable accounts to help keep your portfolio tax-optimized over time.
Disciplined Management
Client portfolios are run by process, not impulse. Once your Investment Policy Statement is in place, it becomes the roadmap we follow, defining how we allocate, how we rebalance, and what changes are appropriate, so we stay grounded in your long-term plan instead of reacting to every market headline or short-term swing.
Ongoing Oversight
Portfolios don’t live in a vacuum. We review progress on a set schedule, coordinate with your tax and estate professionals, and adjust only when your goals or constraints change—not because markets are loud this week.
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Evidence-Based Done Right
Many firms claim to be evidence-based but fall into common traps. We take a different approach, one that acknowledges the limits of research and prioritizes your specific situation.
Correlation Doesn't Mean Causation
We evaluate research in full context, not cherry-picked data points. Academic findings do not always translate directly to real portfolios. We consider sample periods, market conditions, and practical constraints before applying any concept.
Practical Implementation
A strategy is only as good as its execution. We account for taxes, transaction costs, liquidity, and timing when translating and integrating research into your portfolio. Theory that cannot be implemented effectively stays on the shelf.
Sample Size Matters
Evidence informs our process, but your goals, timeline, tax situation, and risk profile drive actual decisions. We do not force-fit research conclusions onto portfolios where they do not belong.
Honest About Uncertainty
Markets and research evolve. We revisit assumptions regularly and adjust when new evidence warrants it, not when headlines or emotions demand it. No strategy is set in stone.
Frequently Asked Questions
Common questions about investment management in Sarasota
Fee-only means we're compensated solely by our clients—never by commissions, referral fees, or product sales. This eliminates conflicts of interest that can compromise advice quality. When you work with FirsTrust for investment management, you can trust that our recommendations are 100% in your best interest.
Financial advisor fees in Sarasota vary widely. Commission-based advisors may appear "free" but earn money from products they sell you. FirsTrust uses transparent fee-only pricing—we're compensated directly by our clients, never by commissions. Contact us for a free consultation to discuss pricing for your specific situation.
A fiduciary is legally required to put your interests first. Many "financial advisors" only need to recommend "suitable" products—which may include options that pay them higher commissions. FirsTrust advisors are fiduciaries, meaning we're held to the highest standard of care and must always act in your best interest.
While you can manage investment management on your own, a qualified advisor brings expertise in tax optimization, investment strategy, and estate planning that may benefit your overall financial picture. An advisor can help you avoid common mistakes, stay disciplined during market volatility, and coordinate complex planning decisions. Whether professional guidance is right for you depends on your unique situation—schedule a consultation to discuss your needs.
Look for advisors who are Registered Investment Advisors (RIAs) with the SEC, hold credentials like CFP or CFA, and operate as fee-only fiduciaries. You can verify credentials at BrokerCheck.finra.org and advisorinfo.sec.gov. FirsTrust is a registered RIA and our advisors hold CFP and CFA certifications.
Visit Our Sarasota Office
Schedule a call to meet with our team
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