A complete list of active advisors currently associated with First Due Financial LLC
Warmer can help you find a great advisor at First Due Financial LLC or one who fits your needs even better.
First Due Financial LLC provides discretionary and non‑discretionary asset management, financial planning and consulting, and may engage sub‑advisors to manage portions of client portfolios. The firm’s client base is composed of individuals and high‑net‑worth clients, and it reports roughly $1.9 million in assets under management across five client accounts. The firm charges percentage‑of‑AUM advisory fees and constructs portfolios to reflect each client’s goals, time horizon and risk tolerance, employing fundamental, technical, charting and cyclical analysis; strategies may include options trading and use of margin where appropriate. Clients may grant the firm discretionary trading authority or retain pre‑trade approval, accounts are reviewed at least quarterly, and custodial account statements are provided directly to clients. Noteworthy differences from many peers include that the firm’s principal devotes a substantial portion of their time to an outside insurance business and is a licensed insurance agent who receives commissions on insurance sales; the brochure discloses this outside compensation and describes procedures and fiduciary obligations intended to address the resulting conflict of interest. The firm also reports a very small client roster and does not serve lower‑net‑worth individual clients, indicating a practice focused on a limited number of higher‑touch relationships rather than broad retail service.
To learn more about the advisors currently working at First Due Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wareham, MA
| 7
|
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