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Kelly Finger

Advisor at First Citizens Asset Management, Inc

Updated today

Location

Carnesville, GA 30521

Credentials

CFP®, Series 63, Series 65

Industry experience

21 years

About

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Client services

Based on First Citizens Asset Management, Inc

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Adviser to municipalities

Expertise

Based on First Citizens Asset Management, Inc

Income planning Passive / index investing Active portfolio management

Occupation focus

Based on First Citizens Asset Management, Inc

Retired

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Fee options

Percentage

$50,000 - $100,000: 2.00% $100,001 - $200,000: 1.75% $200,001 - $500,000: 1.25% $500,001+: 1.00% $100,000 - $249,999: 2.75% equity & balanced; 1.85% fixed income $250,000 - $499,999: 2.75% equity & balanced; 1.80% fixed income $500,000 - $999,999: 2.00% equity & balanced; 1.50% fixed income $1,000,000 - $1,999,999: 2.00% equity & balanced; 1.25% fixed income $2,000,000 - $4,999,999: 1.50% equity & balanced; 1.00% fixed income $5,000,000+: 1.00% equity & balanced; 0.85% fixed income

Other

Account minimum: $50,000 Fee-only: Sub-Advisory fees generally range from 0.04% to 0.50% of assets under management, negotiable

Location

9654 Lavonia Road

Carnesville, GA 30521

Most active in

Georgia

Work history

First Citizens Investor Services, Inc.

2016 - Present (10 years)

First Citizens Asset Management

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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