Adam Crotts
Adam Crotts is a registered investment advisor at First Citizens Investor Services, INC., based in Charleston, SC, with 12 years of industry experience. Adam 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
462 Folly Road, Charleston, SC, 29412
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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 →Other Business Activities
Adam owns rental property since 2016, requiring minimal time, with rent covering the mortgage. He is also a Registered Investment Advisor Representative with First Citizens Asset Management since 2016, dedicating about a quarter of his time to establishing customer accounts and handling portfolios.
Employment History
Current Registrations
First Citizens Investor Services, INC.
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
AXA Distributors, LLCBroker
State Registrations20 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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