How is YOUR advisor paid?

________________________________________________________________________

FirsTrust advisors are only incentivized

to serve the best interests of our clients.

• We never receive sales-related compensation, marketing incentives, transaction fees, rebates, yield spreads, mark-ups, trail commissions or production bonuses. 
• We refuse to accept backdoor gifts including gratuities, referral fees, free lunches and the all-expense-paid “conventions” in Vegas. 

                                        

                                         

Choose the scope of services you want,

and the depth of expertise that you need, 

without paying for what you don’t. 

Independent

We believe FirsTrust clients receive deeper expertise, broader choices and a greater fiduciary loyalty at a lower overall cost than banks and brokerages. 

Fee-Only Fiduciaries

We believe your best interests are aligned with advisors who are only incentivized to achieve your financial objectives without unnecessary expenses, risks and taxes.

FinancialTeam

We believe the most consumer-friendly pricing method is to offer an a-la-carte menu of services, and determine the fee based upon the scope and complexity you want. 

Select your services, give us a call & let’s get started.

1-800-585-9888

Daytona Beach    Orlando    Tampa    Sarasota    West Palm    Boca Raton