Elite: Asset Management Solutions | First Command
Portfolio Summary
Is it right for you?
First Command Elite may fit your needs if you've accumulated significant assets and want a higher level of insight, precision, and customization.
- Consolidation of multiple accounts and investment strategies
- Complex finances
- Retire on your terms
- Long-term legacy and inheritance planning
Fee Structure
Minimum Investment and Advisory Fees
Elite Fee Schedule
| $0 – $500,000 | 1.30%* |
| $500,001 – $1 million | 1.20%* |
| $1 million – $2 million | 1.10%* |
| $2 million – $3 million | 1.00%* |
| $3 million - $5 million | 0.90%* |
*Third-party investment manager and platform fees also apply.
Differentiators of
First Command Elite
Fully customized portfolio
A unified managed account built around your unique goals, preferences, and financial complexity.
Values-based investing
Your principles can also guide your investing with optional values-based overlays to screen out investments not aligned with your values and goals.
Adaptive tactical adjustments
Tactical allocation decisions that respond to market opportunities across multiple asset types.
Consolidated visibility
All your strategies appear in one place, with streamlined reporting and a clear view of total performance.
Advanced tax management
Optional investment overlays for tailored, tax-aware oversight and optimization.
Dedicated wealth team
Your Financial Advisor and Wealth Manager coordinate every part of your investment picture with precision.
How First Command Elite invests
First Command Elite accounts draw from a curated mix of mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs) holding individual stocks and bonds. This breadth gives us the precision to tailor allocations to your preferences and risk profile, while our technology platform makes it easy to monitor performance and make adjustments over time.
Frequently Asked Questions
Diversification, asset allocation and portfolio rebalancing do not guarantee a profit or protect against a loss in a declining market. They are methods used to help manage risk. Investment returns and principal value will fluctuate and your investment, when redeemed, may be worth more or less than its original cost. Sales charges and taxes may apply.
Investors should carefully consider the investment objectives, risks, charges and expenses of each fund before investing. This and other important information is contained in the prospectus, which may be obtained by contacting your financial advisor or by calling First Command. Please read the prospectus carefully before investing.
First Command and its affiliates do not provide legal or tax advice. This material is for informational purposes only and should not be relied on for legal or tax advice. You should consult your own legal or tax advisors before engaging in any transaction.
Connect with one of our Advisors to see how the right investment portfolio can support your goals.