FAQs

1. Is Client First Capital a fiduciary?

  • Answer:
    Yes, Client First Capital operates as a fiduciary. This means we are legally and ethically obligated to act in your best interest, ensuring that all recommendations and decisions prioritize your financial well-being above all else.

2. What is a fee-only financial advisor?

  • Answer:
    A fee-only financial advisor is compensated solely by their clients, without receiving commissions or incentives for selling specific products. This structure minimizes conflicts of interest and ensures that advice is objective and in your best interest.

3. How is Client First Capital’s Investment Approach different from other firms?

  • Answer:
    Most large firms use standard investment models built on Modern Portfolio Theory as these frameworks provide an easily scalable solution. We believe that Modern Portfolio Theory, despite its name, is antiquated and fundamentally flawed for several reasons.

    At Client First Capital, we utilize a probability-based risk management approach to craft a customized investment strategy focused on Protecting, Preserving, and Compounding assets. 

4. How is Client First Capital different from other financial advisors?

  • Answer:
    Client First Capital stands out for our personalized approach, fee-only structure, and fiduciary commitment. We take the time to understand your unique financial goals and craft tailored strategies to help you achieve them. Unlike commission-based advisors, we prioritize transparency and client-first service.

5. What services does Client First Capital offer?

  • Answer:
    We offer comprehensive financial planning and wealth management services, including investment planning, estate planning, tax planning, and charitable planning. Our goal is to provide holistic financial solutions tailored to your unique needs.

6. How is my information protected?

  • Answer:
    We take data security very seriously. All client information is stored using advanced encryption protocols and protected by multi-factor authentication systems. We adhere to strict compliance standards to safeguard your privacy and maintain confidentiality.

7. Will you work with my accountant/attorney?

  • Answer:
    Absolutely. We believe collaboration with your accountant, attorney, and other professionals is essential to provide you with seamless and comprehensive financial planning. Our team is happy to work with your existing professionals to ensure a unified strategy.

8. What is your fee structure?