Advisor at Values First Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Values First Advisors, Inc.
Location
Greenville, IL
Credentials
Series 65
Industry experience
15 years
$125 annual retainer fee for non-discretionary, non-supervisory advice and consultations.
Less than $500,000 - $500,000: 1.75% $500,000 - $999,999: 1.50% $0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.30% Less than $500,000 (GSCS accounts) - $500,000: 1.25% $500,001 - $999,999: 1.00% Greater than $1,000,000+: 0.70% First $2,000,000 (Retirement Plans) - $2,000,000: 0.70% Next $2,000,000 (Retirement Plans) - $4,000,000: 0.50% Over $4,000,000 (Retirement Plans)+: 0.40%
$60 (administrative), $300 (standard advisor), $450 (principal advisors) per hour.
Account minimum: No specific dollar amount minimum stated; minimum fee for Asset Allocation Services is $100 per month; minimum account size is subject to negotiation and reviewed case-by-case. Minimum fee: Minimum fee for Asset Allocation Services is $100 per month. Fee-only: Financial planning fees charged hourly; non-discretionary advice includes a $125 annual retainer plus hourly fees.
Eurofins Pharma Discovery Services
2016 - Present (10 years)
Sigma-Aldrich
2010 - 2016 (6 years)
Values First Advisors, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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Edward Jones
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Edward Jones
CFP®, Series 66
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Edward Jones
Series 65
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Powers Advisory Group, LLC
Series 63, Series 65
Highland, IL
Powers Advisory Group, LLC
Series 65, Series 66
Highland, IL
Powers Advisory Group, LLC
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