Cary Beach
Cary Beach is a registered investment advisor at First Citizens Investor Services, INC., based in Summerville, SC, with 24 years of industry experience. Cary 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
Summerville, SC
Get directionsHistory
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 Asset Management, INC
First Citizens Investor Services, INC.
Svb Wealth
First Citizens Investor Services, INC.Broker
Previous Registrations
The Huntington Investment CompanyBroker
Huntington Financial Advisors
Fragasso Financial Advisors
LPL Financial LLC
LPL Financial LLCBroker
PNC Investments
PNC InvestmentsBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Dreyfus Investment Services Company, LLCBroker
State Registrations1 state
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
More Advisors
- William Everett, CFPEdward Jones
- Travis Moore, CFPAusdal Financial Partners, INC.
- Brent Tatum, CFP, ChFCEdward Jones
- Timothy Hudson, CFPSavvy
- Matthew Coakley, CFPFarther
- Eric Robbins, CFA, CFPRobbins Wealth Management