What Makes FAC Different
At FAC, we develop innovative strategies that enable our clients to make the most of prevailing market conditions. We streamline and customize our processes to ensure our clients keep more of their money and give less to taxes and fees. Our independent custodian, Folio Institutional, not only charges a low-cost flat fee, but also makes it possible for our clients to hold individual assets directly. Thus investment decisions and tax-treatments can be made on a case-by-case basis.
As a Registered Investment Advisor, we want our clients to know exactly what we are doing with their money, why we are doing it -- and what our services are costing them. Through Folio Institutional, our clients have direct, real-time access to all their investments. We disclose all fees and publish quarterly Fact Sheets. All fees are deducted in Real Dollar Amounts quarterly in advance, and are available on a single sheet document.
Giving our clients direct ownership of their assets (as opposed to bundling them in a fund or product) this eliminates the cost associated with typical Wall Street transactions that involve third-party management and non-transparencies. Empowering clients with the transparency and one-on-one service they deserve!
First Advisors Capital, Inc. (FAC) is an investment adviser registered with the State of Alabama.
4956 Valleydale Road Suite 203 / Birmingham, AL 35242 / 205-991-8484
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