AA
AA

Alexander Andrews

9 Years of Experience
Broker

Alexander Andrews is a registered investment advisor at First Citizens Asset Management, INC, based in Toccoa, GA, with 9 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)
Firm Size
61 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management

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.

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Location

122 North Alexander St, Toccoa, GA, 30577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alexander's wife owns Angelica Renee Andrews LLC, where she buys and resells items, and Alexander helps list products, dedicating a few hours per week. He is also an Investment Advisor/Financial Consultant at First Citizens Asset Management, spending about 10-20% of his time advising clients and creating portfolios.

Employment History
Current Registrations
First Citizens Asset Management, INC
August 2023 - Present · 2 yrs 8 mos
First Citizens Investor Services, INC.
February 2023 - Present · 3 yrs 2 mos
First Citizens Investor Services, INC.Broker
August 2016 - Present · 9 yrs 8 mos
State Registrations5 states
GANCSCTNVA
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.