First Command Advisory Services logo

First Command Advisory Services

Updated today

Total assets under management

$24,429,418,155

Total clients

113,511

3% high-net worth

Total advisors

1,155

of 1,787 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

98

Average account size

$215,216

About

First Command serves a broad mix of individual, high-net-worth, corporate and charitable clients through a multi-service platform that includes financial planning, discretionary asset management models, brokerage recommendations and insurance and banking product distribution via affiliated entities. The firm emphasizes ongoing, advisor-led planning relationships and offers a structured Tailored Professional Services (TPS) engagement for individual clients.

The firm emphasizes face-to-face financial coaching and delivers TPS on a 12-month engagement cycle that includes a written financial plan, periodic progress meetings and access to a designated advisor; its Asset Management Solutions (AMS) program uses an in-house Investment Management Team to construct and periodically rebalance model portfolios based on fundamental manager analysis and modern portfolio principles. AMS accounts are managed on a discretionary basis consistent with chosen model allocations, while TPS and other accounts are not monitored by First Command on an ongoing discretionary basis.

Noteworthy aspects include its organizational structure and affiliations: First Command is part of a vertically integrated family of companies that includes First Command Bank and First Command Brokerage Services, and Advisors receive support fees from the bank for promoting banking relationships, a connection that can affect product recommendations. The parent company’s employee stock ownership plan ownership and the firm’s explicit accommodation for active-duty military clients (including waiving TPS fees for active-duty members and their dependents) are additional firm-specific features highlighted in the brochure.

Client services

Financial planning Portfolio management

Fee options

Commissions

Commissions apply to brokerage and insurance products purchased through affiliates

Other

Minimum fee: Between $750 and $6,000 per 12-month term for Tailored Professional Services (TPS)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

First Command Advisory Services

1 Firstcomm Plaza

Fort Worth TX 76109, United States

Number of offices

187

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