Michael Wilson
Michael Wilson is a registered investment advisor at First Citizens Asset Management, INC, based in New Albany, OH, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 409 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FCAM offers investment management through various programs. FCAM will generally receive a fee in the range of 0.04% to .50% of the assets under management in the Client account for sub-advisory services. For retail services, fees are based on a percentage of the assets in the account. The fees vary by service. FCAM does not offer wrap fee programs to new clients and will not accept any new wrap fee accounts.
Location
New Albany, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an officer/director at First Citizens Asset Management since 2015, serving as President of FCAM, Asset Management and Municipal advisory, and subadvisory. This takes about 10% of his time.
Employment History
Current Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
First Citizens Securities CorporationBroker
First Citizens Securities CorporationBroker
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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