Clarissa Smith is a registered investment advisor at First Citizens Investor Services, INC., based in Boston, MA, with 26 years of industry experience. Clarissa 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
53 State Street, 28th Floor, Boston, MA, 02109
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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
Clarissa is a Registered Representative of SVB Wealth Advisory in Boston, Massachusetts, where she serves as Director of Client Advisory Services.
Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
Svb Wealth
Previous Registrations
Svb Investment Services INC.Broker
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Salomon Smith Barney INC.Broker
State Registrations2 states
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