Alex Yarem
Alex Yarem is a registered investment advisor at First Citizens Asset Management, INC, based in Charlotte, NC, with 4 years of industry experience. Alex 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
Alex is an adjunct professor for Campbell University's graduate program, teaching Advanced Investment Analysis. This activity requires a few hours per week.
Employment History
Current Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
State Registrations1 state
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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