First Command Advisory Services offers personalized investment advisory and financial planning services through its Tailored Professional Services (TPS) program. This includes a written financial plan, ongoing access to an advisor, web features, and periodic reviews. Recommendations may include brokerage products, asset management solutions, insurance, and banking products through affiliated companies. First Command also offers an Asset Management Solutions (AMS) program with customized investment portfolios.
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.