Emily Jones
Emily Jones is a CFP-designated registered investment advisor at First Citizens Asset Management, INC, based in Charlotte, NC, with 6 years of industry experience. Emily is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,264 clients with $470M 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 $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Rates reflect the maximum fees for Unified Managed Account equity and balanced portfolios. Separately Managed Account maximum fees range from 1.00% to 2.00%. Fees may be negotiated.
Fee Estimator
Location
128 S Tryon Street, Charlotte, NC, 28202
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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
Emily teaches an online course for Campbell University's Lundy-Fetterman School of Business, dedicating a few hours per week. She is also an employee of First Citizens Asset Management (FCAM), an affiliated IA firm, spending minimal time on this investment-related activity.
Employment History
Current Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
State Registrations2 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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