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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,645 clients with $2.6B 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% |
Fees represent maximum standard annual rates for primary programs and may vary based on account type and relationship size. Portfolio manager fees of up to 0.55% and tax-aware service fees of 0.053% may apply additionally in certain programs.
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.Broker
First Citizens Investor Services, INC.
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.
Exams
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