Craig Letendre is a CFA-designated registered investment advisor at First Citizens Asset Management, INC, based in Raleigh, NC, with 10 years of industry experience. Craig 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
8510 Colonnade Center Drive, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig works as an Institutional Portfolio Strategist at First Citizens Asset Management, dedicating minimal time to creating portfolio strategies for clients. His compensation is part of his salary from FCIS.
Employment History
Current Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
Previous Registrations
First Citizens Investor Services, INC.
Eaton Vance Distributors, INC.Broker
State Registrations2 states
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