Robert Spires
Robert Spires is a registered investment advisor at First Citizens Investor Services, INC., based in Columbia, SC, with 33 years of industry experience. Robert 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
1230 Main Street, Columbia, SC, 29201
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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
Robert is an Investment Advisor Representative with First Citizens Asset Management, dedicating about a quarter of his time to supervising regional managers. He is also a partner in Relentless Training Corps, providing fitness training and online planning, which takes minimal time.
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
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
Gna Securities, INC.Broker
State Registrations35 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.