TrueAdvisor
TrueAdvisor
BL
BL

Bryce Larson

First Citizens Investor Services, INC.
7 Years of Experience
Santa Monica, CA
Broker
View SEC Summary
View SEC Summary

Bryce Larson is a registered investment advisor at First Citizens Investor Services, INC., based in Santa Monica, CA, with 7 years of industry experience. Bryce 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.

First Citizens Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
427 advisors
Number of Clients
7,645 clients
Average Client Portfolio
$344K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.30%
$100K - $250K1.20%
$250K - $500K1.05%
$500K - $1.0M0.90%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1437 7th Street, Suite 300, Santa Monica, CA, 90401

Get directions

History

Regulatory History
Clean regulatory record

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

Bryce is a VP I, PBWM Portfolio Management at SVB Wealth LLC since June 2022. He is a full-time employee providing wealth management advice to clients.

Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
January 2024 - Present · 2 yrs 9 mos
Svb Wealth
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Svb Investment Services INC.
January 2021 - July 2022 · 1 yr 6 mos
Svb Investment Services INC.Broker
September 2020 - December 2023 · 3 yrs 3 mos
Vanguard Marketing CorporationBroker
July 2018 - September 2019 · 1 yr 2 mos
State Registrations18 states
AZCACOFLHIIDINLAMNNJNVNYORPATXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Santa Monica, CA →All financial advisors in California →