Advisor at First Citizens Asset Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Citizens Asset Management, Inc
Location
Carnesville, GA 30521
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
$50,000 - $100,000: 2.00% (Wrap Program and SMA Program max fee) $100,001 - $200,000: 1.75% (Wrap Program and SMA Program max fee) $200,001 - $500,000: 1.25% (Wrap Program and SMA Program max fee) $500,001+: 1.00% (Wrap Program and SMA Program max fee) $100,000 - $249,999: 2.75% Equity & Balanced (UMA Program max fee) $100,000 - $249,999: 1.85% Fixed Income (UMA Program max fee) $250,000 - $499,999: 2.75% Equity & Balanced (UMA Program max fee) $250,000 - $499,999: 1.80% Fixed Income (UMA Program max fee) $500,000 - $999,999: 2.00% Equity & Balanced (UMA Program max fee) $500,000 - $999,999: 1.50% Fixed Income (UMA Program max fee) $1,000,000 - $1,999,999: 2.00% Equity & Balanced (UMA Program max fee) $1,000,000 - $1,999,999: 1.25% Fixed Income (UMA Program max fee) $2,000,000 - $4,999,999: 1.50% Equity & Balanced (UMA Program max fee) $2,000,000 - $4,999,999: 1.00% Fixed Income (UMA Program max fee) $5,000,000+: 1.00% Equity & Balanced (UMA Program max fee) $5,000,000+: 0.85% Fixed Income (UMA Program max fee)
Certain IARs may receive commissions for securities transactions and insurance products through affiliated broker-dealer FCIS
Account minimum: $50,000 for the Wrap Program; $100,000 for the SMA and UMA Programs (minimums may be waived) Fee-only: Asset-based annual fees as detailed in fee tiers; no commissions charged for advisory services
First Citizens Investor Services, Inc.
2016 - Present (10 years)
First Citizens Asset Management
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Commerce, GA
Edward Jones
Series 66
Lavonia, GA
Edward Jones
Series 66
Commerce, GA
Edward Jones
Series 63, Series 65
Bowersville, GA
Oppenheimer
Series 63, Series 66
Lavonia, GA
Creative Financial Designs, Inc.
Series 63, Series 66
Jefferson, GA
Primerica Advisors
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