First Citizens Asset Management, Inc logo

First Citizens Asset Management, Inc

Updated today

Total assets under management

$167,013,742

Total clients

396

1% high-net worth

Total advisors

33

of 53 employees

Firm size

Multi Team

Average clients per advisor

12

Average account size

$421,752

Client services

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

Fee options

Percentage

$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)

Commissions

Certain IARs may receive commissions for securities transactions and insurance products through affiliated broker-dealer FCIS

Other

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

Disclosures

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

Business activities & affiliations

Main office location

First Citizens Asset Management, Inc

8540 Colonnade Center Drive

Raleigh NC 27615, United States

Number of offices

23

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