First Choice Financial Services LLC

Overview

First Choice Financial Services LLC is a small, individually owned limited liability company that positions itself as a capital allocator and adviser that selects other managers on behalf of clients. The firm’s regulatory profile indicates a narrow set of advisory activities focused on manager selection rather than running large internal portfolio platforms. It does not identify as an active ESG investor, is not multi-state, and does not act as a pension consultant or related adviser. The business model, as reflected in disclosed activities, emphasizes outsourcing investment management to third-party advisers and insurance-company affiliations. Fee arrangements are described as fixed fees and other fee types, which is consistent with a consultative or referral-oriented practice rather than a traditional percentage-of-assets model.

Assets & Accounts

Investments & Alternatives

Location & Offices