First Advisors National, LLC

CRD#166212
Investment Advisor Firm

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Learn more about First Advisors National, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    First Advisors National, LLC is located at 1372 Peachtree Street Ne, Atlanta, GA. The firm employs 69 financial advisors to manage client portfolios and provide financial guidance. First Advisors National, LLC is not a registered broker-dealer.

    First Advisors National, LLC oversees $448.3 million in assets under management across 4,892 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 26 and 50 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The firm caters to retail investors, with retail investors being the largest client type by accounts. The fee structure at First Advisors National, LLC includes asset-based and other fees.

    First Advisors National, LLC is registered in the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.

    Assets Under Management

    $448.3 million

    Number of Advisors

    69

    Disclosures

    No

    Office Location

    1372 Peachtree Street Ne
    Atlanta, GA 30309

    First Advisors National, LLC by the Numbers

    Total Assets Under Management

    $448.3 million

    National Average: $8.6 billion
    Total Number of Employees

    70

    National Average: 64
    Total Number of Accounts

    4,892

    National Average: 375,227
    Average Account Size

    $91.6 thousand

    National Average: $23.0 thousand
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    Products and Services

    First Advisors National, LLC provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. In the last fiscal year, First Advisors National, LLC provided financial planning services to 26-50 of its accounts. The Firm does sell products or offer services different than investment advice to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees typically are based on the type of services offered. Fees billed by First Advisors National, LLC can consist of any blend of the following fee structures: asset-based or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    It caters to retail investors. First Advisors National, LLC's largest client type by number of accounts is retail investors.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 100%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    First Advisors National, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at First Advisors National, LLC

    Brendan Houlihan
    Palos Heights, IL
    William Goaslind
    Phoenux, AZ
    Michael Schessler
    Chicago, IL
    Elwood Chambers
    Crossville, TN
    Peter Crabtree
    Libertyville, IL
    Jose Hernandez-Gomez
    Long Beach, CA
    Jeremy Vaught
    Apache Junction, AZ
    George Nickels
    Flowery Branch, GA
    Teresa Young
    Hoffman Estates, IL

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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