First Command

Wealth Management Firm in Satellite Beach, FL

Firm Info
Address: 1413 S Patrick Dr Suite 10, Indian Harbour Beach, FL 32937, USA
Phone: (321) 773-7298

Firm Size
Assets Under Management: $18.9 billion
# of Advisors: 911
# of Clients: 98,324
Client to Advisor Ratio: 108:1
Average Account Size: $191,906
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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First Command Advisory Services Overview

First Command Advisory Services is a fee-based investment advisory firm headquartered in Fort Worth, Texas. The firm has been in business since 2005 and specializes in providing investment advice to individuals and small businesses. As a registered investment advisory firm, First Command offers investment advice only, and does not engage in any marketing or sales activities. The firm's fee arrangement is based on a fee-based system, which means that clients pay a fee for financial planning and portfolio management services based on the assets they have under management. First Command's team of professionals specialize in financial planning and portfolio management for individuals and small businesses, working with clients to set and achieve their financial goals. The firm's investment strategies are customized to meet the unique needs of each client, and they take a long-term approach to investing. First Command Advisory Services is committed to helping clients achieve financial wellness and to providing excellent customer service. They have a strong reputation in the industry and are recognized for their expertise and professionalism. With their focus on investment advice only, First Command is able to offer independent guidance and unbiased advice to their clients.

FIRST COMMAND ADVISORY SERVICES provides financial planning and investment advisory services to a diverse range of clients. Its client base includes individuals seeking to build their wealth, high net worth individuals with complex financial portfolios, pension and profit sharing plans, charitable organizations, as well as various types of corporations. The firm's goal is to develop personalized strategies that align with each client's financial objectives and risk tolerance. FIRST COMMAND ADVISORY SERVICES offers different fee structures depending on the type of services provided. The firm charges a percentage of assets under management (AUM) for its investment management services. This model ensures that the fees charged are proportional to the value of the assets being managed, aligning the interests of both the client and the advisor. For financial planning services, the firm may charge a fixed fee depending on the level of complexity involved in developing the financial plan. This fee may be structured as a flat fee or charged hourly, depending on the scope of the work required. The firm is transparent about its fee structure and ensures that clients understand the services they will receive and the associated costs.

Typical Clients, Fee Structures & Investment Minimum

According to the note in FIRST COMMAND ADVISORY SERVICES' Part 2 Brochure, there are investment minimums for their AMS program. The minimum initial investment requirement to participate in the Foundations program is $20,000 per registration type. For the SIP program, the minimum initial requirement is $50,000 per registration type. Therefore, if you want to invest in their AMS program, you are required to meet these minimums. It is worth noting that their Part 2 Brochure does not mention any investment minimums for their other programs or services.

How This Office Can Help Satellite Beach, FL Residents

First Command offers comprehensive financial planning services that are designed to help clients in Satellite Beach, FL to achieve their financial goals and secure their financial future. The company provides customized advice and guidance on a range of financial topics including investing, insurance, retirement planning, and debt management. First Command's financial professionals work closely with clients to develop personalized financial strategies that take into account their unique needs, goals, and aspirations. In Satellite Beach, FL, many individuals and families may be facing financial challenges such as high living expenses, student loan debt, and a lack of retirement savings. First Command's financial planning services can help clients to address these challenges and create a solid financial foundation for their future. Whether clients are looking to pay down debt, save for a down payment on a home, start a family, or plan for retirement, First Command's financial professionals can provide the guidance and support they need to achieve their financial goals.

To view the Minimum Investment and Fee Schedule for First Command Advisory Services, visit their Part 2 Brochure.

Services Offered by First Command Advisory Services

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by First Command Advisory Services most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1413 S Patrick Dr Suite 10, Indian Harbour Beach, FL 32937, USA
Phone (321) 773-7298
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109, United States

This firm has no other locations.

State Registrations

First Command Advisory Services is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

First Command Advisory Services does not have any disclosures. Please visit it's Form ADV for more details.