Michael Lodsin
Michael Lodsin is a registered investment advisor at First Citizens Asset Management, INC, based in Thomaston, CT, with 15 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
460 E. Main St., Thomaston, CT, 06787
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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.
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Michael owns a two-family rental property since 2020 and acts as landlord. He also works as a Compliance Officer for SVB Wealth LLC, spending about a quarter of his time administering compliance policies and procedures.
Employment History
Current Registrations
Svb Wealth
First Citizens Asset Management, INC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Hartford Life Distributors, LLCBroker
Hartford Funds Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations1 state
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