Firstrust Financial Advisors

Overview

Firstrust Financial Advisors operates as a limited liability company and is owned by a mix of a domestic entity and an individual. The firm combines insurance brokerage with advisory services, listing financial planning, portfolio management for individuals and small businesses, and pension consulting among its service offerings. Compensation arrangements are flexible and include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor and is not identified as a multistate or newly formed adviser. It also reports an affiliation with banking or thrift institutions.

Investments & Alternatives

Location & Offices