Gregory Risinger
Gregory Risinger is a CFP-designated registered investment advisor at First Citizens Investor Services, INC., based in Columbia, SC, with 34 years of industry experience. Gregory 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
4801 Forest Drive, Columbia, SC, 29206
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2013Customer Dispute
April 2002Other Business Activities
Gregory is an Investment Advisor Representative at First Citizens Asset Management since 2016. This takes a few hours per week and is fee-based.
Employment History
Current Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
First Citizens Asset Management, INC
Previous Registrations
First Citizens Securities CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
Natcity Investments, INC.Broker
Independent Financial Securities, INC.Broker
Merchants Securities CompanyBroker
National City Investments CorporationBroker
Invest Financial CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations16 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.