Zachary Callahan
Zachary Callahan is a registered investment advisor at First Citizens Asset Management, INC, based in Fairview, NC, with 4 years of industry experience. Zachary 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
1348 Charlotte Hwy, Fairview, NC, 28370
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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.
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Zachary works for First Citizens Asset Management as a registered investment advisor, starting in 2021, dedicating about 10-20% of his time to account research, report generation, and new account onboarding. He receives a salary from First Citizens Investor Services for this role.
Employment History
Current Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations22 states
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