1. First Principles Capital Management

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Roswell, GA

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First Principles Capital Management

5.0 (1 review)

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4 years ago

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Charles Schwab

Charles Schwab

(2 reviews)

I was in the corporate finance business for 35 years, I'm retired now but continue to advise people…read moreon financial subjects ranging from how to manage to retire decently to how to value their family business. Because of that I am picky about who manages my personal money. I have been with Schwab for close to 40 years and in that time I have continued to be impressed with their business model. Their people are not paid off of commission so you can be assured that they are not giving advice based on making a buck off of you. They give advice based on what is good for you. There are multiple levels of service. You can start with them just out of school, invest for close to nothing, get access to their great research, and or work with some of their standard investment advice tailored to your risk appetite, etc. You can open a Schwab One account with no minimum, no charge for online trading, etc. At some point, when your portfolio is sufficiently large, you can join their Private Client service where you get a dedicated Financial Consultant, access to a wide range of specialists, tailored solutions, and pricing advantages meaning very low prices for almost everything... Later if you build substantial wealth they have a Private Wealth Management service which offers expanded services... All of their plans are based on fees that are independent of trades, sales of products, etc. You can always depend on Schwabs people to look out for your best interests, unlike some other brokers who may have incentives to steer you to investments that make big commissions for the broker. On of the reasons that I was able to retire early was the excellent investment advice I was given by Schwab. My financial consultant talks with me periodically to discuss balancing my portfolio, managing my tax situation, assisting with any big spending needs that I foresee. He even assisted with a temporary loan against some of my assets so that I could build a new home prior to selling the one I was living in. This is simply world class service as far as I am concerned. My personal consultant as well as the consultant in Atlanta who works with me have both gotten to know me and my wife. They have visited my home in SC, they occasionally offer to take us out to talk at a high end restaurant. They know my personality and are able to deal with my financial needs as a result of that personal connection. The returns they earn me are very good for the evil of risk I am willing to take. I can say without a doubt that they have saved me substantial sums of money by watching mu portfolio and warning me when they found investments that might be headed South. I could not be more pleased with a broker. I advise all the folks who ask me for help to consider Schwab and I honestly hold them in the highest esteem. If you are interested call (678) 297-7749 and ask for Sarah Glover... You don't have to live near Atlanta to do this, I'm living on Lake Hartwell in SC. BTW all I get for recommending them is the personal satisfaction of seeing people do well financially. I hope everyone out there spend less than they make, invests consistently, pays off their debt, and grows wealthy over time. It's not as hard as you might think, it just takes some planning and discipline.

their online service may be the worse in the entire industry. Completely rediculous. Wait times are…read moreexcessively long and their phone tree or ai service is horrible.

LSI Property Management - Tyler Early LYING LANDLORD!

LSI Property Management

(3 reviews)

Very very terrible service do not rent from these people! How are you a website for a ton of state…read moreproperties you yet you CANT KEEP UP with your landlords or tenants! Everyone I have spoken to has a nasty nasty attitude and is very unprofessional. Then I go and check the reviews hmmm that made me do a whole 180 on even renting from this company altogether regardless if I find another landlord from the site. They do not answer phones are very rude through text. Will say a home is available I ask for a showing and get no response call the next day no answer then they text me like I'm bugging them! Like wow! You don't want money okay! See he lied and said the property is not available yet it's still listed along with the property down the street. Seeing as this stunt he pulled im sure this Tyler Early dude will run off with my rent money and try to evict me while I'm at work or something. Definitely reporting this landlord to the Federal Trade Commision I advice others who stumble upon this review to do the exact same thing we don't need landlords like this here!

I am currently sitting on day 2 with no air conditioning. I have 2 small children and I cannot…read moreallow them to go a second day in heat Just got a text after 1 million calls met by voicemail or some foreigner who cant "find me in the system" that stated "the AC technician had an emergency call and will come tomorrow". This is the trashiest rental company I have ever dealt with.

First Principles Capital Management - investing - Updated July 2026

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