Amanda Black
Amanda Black is a registered investment advisor at First Citizens Investor Services, INC., based in Charlotte, NC, with 29 years of industry experience. Amanda 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
128 S Tryon Street, Charlotte, NC, 28202
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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 →Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Previous Registrations
First Citizens Asset Management, INC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ironstone Securities, INC.
Ironstone Securities, INC.Broker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations52 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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