Practice First Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Practice First Investment Advisors LLC provides portfolio management and financial planning services to individuals and high‑net‑worth individuals. Services described in the brochure include development of an Investment Policy Statement, ongoing portfolio monitoring, and planning areas such as investment planning, taxes, retirement, college, estate, and debt/credit planning.
The firm says it employs fundamental analysis and modern portfolio theory and generally pursues a long‑term trading approach, tailoring recommendations to each client’s risk tolerance, time horizon, and tax and cash‑flow considerations. PFIA typically seeks discretionary trading authority, documents suitability information for clients, and conducts periodic reviews with the goal of allocating investment opportunities equitably across accounts.
Distinctive aspects disclosed in the brochure include an affiliation with an accounting and tax practice (Practice First Advisors LLC), and the use of a third‑party firm, Focus Partners Advisor Solutions, LLC, for trade processing and certain sub‑advisory services, with PFIA paying Focus Partners from its advisory fees rather than billing clients separately. The firm also states it does not accept performance‑based fees or operate private funds, and it requires custody of client assets at Schwab Institutional while providing written fiduciary acknowledgements for retirement accounts.
Client services
Expertise
Fee options
$0 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Main office
Jacksonville OR
Advisors at this office
1
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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