First Affirmative Financial Network provides investment advice and financial planning, incorporating clients' values into their investment strategies. They primarily use stocks, mutual funds, and exchange-traded funds. First Affirmative offers discretionary investment advisory services through Network Advisors, tailoring advice to individual client needs. They also offer financial planning and investment consulting. First Affirmative acts as a fiduciary, prioritizing client interests.
Fee Structure
First Affirmative charges a fee based on the value of your investments. The exact percentage depends on the custodian holding your assets (Apex, Goldman Sachs, Schwab, or Orion Portfolio Solutions). These fees cover investment management, and in some cases, custody and clearing costs. Your Network Advisor will also charge a separate fee for their services, which will be added to First Affirmative's fee. Minimum account sizes apply, but may be negotiable.
