Client First Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Client First Advisors, LLC provides individualized investment advisory and asset management services to a small client base that includes individuals, high net worth clients, trusts, estates and certain corporate clients. The firm manages a modest asset base (approximately $8.48 million across 17 client accounts) and constructs portfolios using individual stocks and bonds, ETFs, mutual funds, options and other public and private securities.
The firm emphasizes continuous, personalized account supervision with at least monthly reviews and tailors investment strategies to each client’s objectives and risk tolerance using fundamental, technical, charting and cyclical analysis. Although Client First can manage accounts on a discretionary basis, a substantial portion of its assets are managed non-discretionarily, so client approval is obtained before executing transactions for those accounts.
Notable operational features include a requirement that clients use the firm’s chosen broker-dealer for transaction execution and a policy of not accepting proxy-voting authority, leaving proxies to be delivered directly to clients. The firm also offers a la carte, subscription-style consultative services (question-and-answer, portfolio reviews, phone consultations) billed monthly and generally provides written account reports only upon client request.
Client services
Expertise
Fee options
Subscription services billed monthly a la carte, specific amounts not stated
Up to 1.50%
Main office
Mount Pleasant SC
Advisors at this office
1
Most active in
New Jersey · New York · North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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