Michael Mcnabb
Michael Mcnabb is a registered investment advisor at First Citizens Investor Services, INC., based in Boston, MA, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,706 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
These fees apply to First Citizens Wealth Management and First Citizens Investor Services Wealth Strategies Portfolio Management. Third-Party Manager fees can be up to 0.55% in addition to the program fee. Tax Aware Services are offered with Portfolio Manager Program and First Citizens Wealth Management Services at an additional fee of 0.53% of the assets in the account. First Citizens Guided Investing has a fee of 0.30%.
Fee Estimator
Location
53 State St, 28th Floor, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Criminal
January 1977Other Business Activities
Michael owns rental property consisting of five condo rentals since 1992, with management outsourced. He dedicates minimal time to this activity.
Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Svb Wealth
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Apple Lane Advisory, LLC
Apple Lane Group LLCBroker
Compass Capital Corporation
Compass Securities CorporationBroker
Citicorp Investment ServicesBroker
State Street Global Markets, LLCBroker
First Investors CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.