ALM First Financial Advisors LLC Account Type

ALM First Financial Advisors LLC offers various account types tailored to meet the needs of different clients, including high-net-worth individuals, banking institutions, and insurance companies. The firm primarily provides discretionary and non-discretionary accounts, with a total of 217 accounts under management, 52 of which are discretionary. The firm oversees $68.7 billion in assets, offering services such as portfolio management, newsletters, and educational seminars. The fee structure includes asset-based and fixed fees, catering to institutional clients and high-net-worth investors.

ALM First Financial Advisors LLC Broker Account Opening Process

Opening an account with ALM First Financial Advisors LLC involves several straightforward steps:

• Gather Required Documents: Prepare necessary documents, including a photocopy of your current passport and a utility bill for verification.
• Complete the Application: Fill out the application form, providing personal information such as your social security number, employment details, and financial status.
• Fund Your Account: A minimum deposit is required to open an account. Specific funding options include wire transfers, check deposits, or transferring assets from another brokerage.
• Review and Sign Agreement: Carefully review the new account agreement, which outlines your rights and responsibilities regarding the account.
• Account Management: Once the account is open, you can manage your investments and access personalized advice from financial advisors.

For more information, you can visit ALM First Financial Advisors LLC.