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Timothy Calvert

First Citizens Investor Services, INC.
27 Years of Experience
Spartanburg, SC
3 DisclosuresBroker
View SEC Summary
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Timothy Calvert is a registered investment advisor at First Citizens Investor Services, INC., based in Spartanburg, SC, with 27 years of industry experience. Timothy 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.

First Citizens Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
432 advisors
Number of Clients
7,645 clients
Average Client Portfolio
$344K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.30%
$100K - $250K1.20%
$250K - $500K1.05%
$500K - $1.0M0.90%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

450 E. Henry Street, Spartanburg, SC, 29302

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2026
Pending
Customer Dispute
November 2025
Pending
Customer Dispute
May 2021
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy works as an Investment Advisor Representative at First Citizens Asset Management since 2006. This is a full-time, investment-related role with fee-based compensation.

Employment History
Current Registrations
First Citizens Investor Services, INC.
May 2017 - Present · 9 yrs 5 mos
First Citizens Investor Services, INC.Broker
January 2016 - Present · 10 yrs 9 mos
First Citizens Asset Management, INC
November 2006 - Present · 19 yrs 11 mos
Previous Registrations
First Citizens Securities CorporationBroker
November 2006 - January 2016 · 9 yrs 2 mos
Royal Alliance Associates, INC.
April 2005 - November 2006 · 1 yr 7 mos
Royal Alliance Associates, INC.Broker
August 2000 - November 2006 · 6 yrs 3 mos
Regions Investment Company, INC.Broker
July 1999 - August 2000 · 1 yr 1 mo
State Registrations22 states
ALCACOCTDCFLGAHIMAMDMONCNYOHOKORPARISCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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