Korene Marsh
Korene Marsh is a CFP-designated registered investment advisor at First Citizens Investor Services, INC., based in Jacksonville, NC, with 31 years of industry experience. Korene 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
302-B Western Boulevard, Jacksonville, NC, 28546
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Korene holds a boat slip and condo in OverTime LLC, which are rented out. She spends minimal time collecting rent, paying bills, and submitting tax returns.
Employment History
Current Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations23 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.