First Command

Wealth Management Firm in James City County, VA

Firm Info
Address: 461 McLaws Cir Ste 4, Williamsburg, VA 23185, USA
Phone: (757) 873-0993

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 a registered investment advisory firm that specializes in providing investment advice to clients. The firm was established in Fort Worth, TX in 2005 and has been in business for over 15 years as a fee-based service provider. As a fee-based firm, the advisors at First Command Advisory Services are compensated through a fee structure that aligns with the client's investment goals. The main services offered by First Command Advisory Services include financial planning and portfolio management for individuals and small businesses. The firm's financial planning services are designed to help clients achieve their financial goals through a customized plan that takes into account their specific needs and objectives. This may include retirement planning, estate planning, risk management, and tax planning. In addition, First Command Advisory Services offers portfolio management services that are tailored to each client's risk tolerance and investment objectives. The firm's investment strategy is focused on long-term growth and preservation of capital, utilizing a diversified portfolio that is optimized to achieve the client's goals. The firm's investment approach is based on a disciplined, research-driven process that seeks to identify structurally advantaged companies with strong fundamentals and attractive valuations.

FIRST COMMAND ADVISORY SERVICES serves a wide range of clients across various sectors. From individuals to high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporations, clients with different financial backgrounds and aims find support from the firm. Whether the client is looking for comprehensive financial planning or asset management services, FIRST COMMAND ADVISORY SERVICES caters to their unique needs. The fee structure for FIRST COMMAND ADVISORY SERVICES depends on the service provided. Clients opting for asset management services can expect to pay a percentage of their assets under management (AUM) as a fee. This fee varies depending on the size of the portfolio and the complexity of the investment strategy involved. On the other hand, clients looking for comprehensive financial planning and advice can choose to pay a fixed fee. This fee is agreed upon upfront and covers all the services provided by the firm. FIRST COMMAND ADVISORY SERVICES is transparent about their fee structure, ensuring that clients have a clear understanding of the cost involved in each service.

Typical Clients, Fee Structures & Investment Minimum

According to the note in FIRST COMMAND ADVISORY SERVICES' Part 2 Brochure, the investment minimum for their AMS (Asset Management Services) program varies depending on the program. For the Foundations program, the minimum initial investment requirement is $20,000 per registration type. For the SIP (Systematic Investment Program) program, the minimum initial investment requirement is higher at $50,000 per registration type. Therefore, clients must invest at least $20,000 or $50,000 depending on the program they choose to participate in.

How This Office Can Help James City County, VA Residents

First Command is a financial planning and coaching firm that has been serving clients in James City County, VA, since 1958. Their services are tailored to meet the unique needs of military families, federal employees, and their civilian counterparts. Their team of financial advisors are well-versed in local investment strategies, government benefits, and savings plans that help clients navigate the complexities of their financial situations. Living in James City County, VA, presents unique financial challenges, including a high cost of living and increasing home values. As a result, clients may require assistance in creating a budget, investment management, and debt reduction. First Command's financial advisors help individuals and families to make informed decisions about retirement planning, college funding, insurance, and estate planning. They are dedicated to helping their clients achieve financial security and peace of mind, even in the face of unexpected challenges.

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 461 McLaws Cir Ste 4, Williamsburg, VA 23185, USA
Phone (757) 873-0993
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.