First Command Financial Advisor - Ben Grad

Financial Advisor in San Diego County, CA

Firm Info
Address: 2650 Camino Del Rio N Suite 210, San Diego, CA 92108, USA
Phone: (619) 299-8772

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)

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First Command Advisory Services Overview

First Command Advisory Services is an investment advisory firm based in Fort Worth, Texas. The firm has been in business since 2005 and specializes in providing investment advice to its clients. As a fee-based firm, First Command Advisory Services charges its clients based on the value of assets under management. Their fee arrangement ensures that their clients get objective advice and personalized investment strategies that align with their financial goals. The firm offers financial planning services to individuals and small businesses. They analyze their clients' financial situation and create a comprehensive strategy that reflects their goals. The financial planning services include budgeting, education funding, retirement planning, and estate planning. First Command Advisory Services also offers portfolio management services to its clients. They help their clients develop and implement investment strategies that align with their financial goals. The portfolio management services include asset allocation, investment selection, monitoring, and rebalancing. Overall, First Command Advisory Services is an investment advisory firm that provides objective advice and personalized investment strategies to its clients. They have helped many individuals and small businesses achieve their financial goals through their financial planning and portfolio management services.

FIRST COMMAND ADVISORY SERVICES is a financial advisory firm that serves a wide range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations. With over 60 years of experience in the industry, they have built a reputation for providing exceptional guidance and advice to their clients based on their unique financial situations and goals. To accommodate the diverse needs of their clients, FIRST COMMAND ADVISORY SERVICES offers several fee structures depending on the services provided. For their asset management services, they offer a percentage of AUM (assets under management) fee structure, which is based on the total value of the client's assets that they manage. For their financial planning and consultation services, they offer fixed fees, which are determined based on the scope and complexity of the client's needs. By offering these fee structures, FIRST COMMAND ADVISORY SERVICES ensures that their clients receive tailored financial advice that fits within their budget and long-term financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, the investment minimum for FIRST COMMAND ADVISORY SERVICES' AMS program varies depending on the program. For the Foundations program, the minimum initial investment requirement is $20,000 per registration type. For the SIP program, the minimum initial investment requirement is higher at $50,000 per registration type.

How This Office Can Help San Diego County, CA Residents

As a First Command Financial Advisor, Ben Grad provides personalized financial plans for individuals and families in San Diego County, CA. With over 20 years of experience in the financial industry, Ben is able to assist clients with a variety of financial situations, including retirement planning, investment management, tax planning, and more. San Diego County residents face unique financial challenges, such as the high cost of living, fluctuating real estate values, and a competitive job market. Ben takes these factors into account when creating financial plans for his clients, helping them maximize their income and investments while also planning for the future. He works closely with each client to understand their goals, risk tolerance, and overall financial situation, ensuring that their financial plan is tailored to their specific needs. With Ben's guidance, clients in San Diego County can achieve financial security and peace of mind.

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 2650 Camino Del Rio N Suite 210, San Diego, CA 92108, USA
Phone (619) 299-8772
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.

FREQUENTLY ASKED QUESTIONS

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