Henry Kowalewski
Henry Kowalewski is a registered investment advisor at First Citizens Investor Services, INC., based in Myrtle Beach, SC, with 33 years of industry experience. Henry 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
4040 River Oaks Drive, Myrtle Beach, SC, 29579
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Henry works as a Registered Investment Advisor and Investment Advisor Representative for First Citizens Asset Management since 1999, dedicating a few hours per week. He provides advisory services to managed asset clients and receives compensation as part of his salary from FCIS.
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
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Nationsbanc Investments, INC.Broker
NationssecuritiesBroker
Robert Thomas Securities, INCBroker
Invest Financial CorporationBroker
Interstate/johnson Lane CorporationBroker
Chatfield Dean & CO., INC.Broker
State Registrations14 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.