Frequently Asked Questions
How do you charge for your services?
Values First Advisors is a Registered Investment Advisor. We charge monthly asset based management fees and financial planning fees based on the complexity of your financial situation. Any insurance or additional services may incur separate fees that will always be disclosed to you.
Are you a Christian company?
Though all of our founding partners are committed Christians and many of our clients share the same common faith, we are open to accepting clients of all faiths. We however always remain committed to a values-based approach in all of our financial planning and investment selection.
Do you have account minimums?
Though we do not have account minimums, we have found in order to keep your fees reasonable and provide maximum value to all of our clientele, accounts with $50,000 and above can benefit most from our services.
What products and services do you offer?
Values First Advisors is dedicated to helping lay a solid financial foundation for our clients and our product lineup reflects that commitment. We offer separately managed accounts, mutual funds, ETFs, and other investments. We specialize in retirement income planning, comprehensive financial planning, and estate planning. Values First Advisors is also licensed to handle your protection and insurance needs.
I used to be an American Values Investment client, why the change?
American Values Investments wants to pursue making their services available to advisors across the country and broaden their reach. Values First Advisors wants to provide you a deeper advisory experience. By separating into two firms we can accomplish both goals.
How will the change benefit me?
As a VALUES FIRST client, you will have access to American Values Investments along with other top tier values-based money managers. You will also have additional financial planning resources and products and services.
How do I make the change? Will I keep the same advisor?
The change will take place by September 1, 2009. In order to make the change possible and to avoid an interruption of service, simply sign the enclosed paperwork and mail it back to us prior to Sept. 1st. You will remain with Jim Miller & Alex Ellis or Roy Nunn.
Will my account stay with TD Ameritrade?
All mutual fund accounts will remain with TD Ameritrade. However all stock accounts will be transferred to FolioFN to provide a much more efficient investment management platform. You will continue to have online access at TD Ameritrade and FolioFN.
