Arend Warmerdam
Arend Warmerdam is a registered investment advisor at First Citizens Investor Services, INC., based in San Francisco, CA, with 5 years of industry experience. Arend 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $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
Location
222 2nd Street, 18th Floor, San Francisco, CA, 94105
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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
Arend is the manager of Iconica Ventures, LLC, a small family farm business, and dedicates minimal time to it. He also serves on the boards of directors/councils for several non-profit organizations focused on youth and sports, spending minimal time on each, and is a full-time employee as a Relationship Manager at SVB Wealth LLC.
Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
Svb Wealth
Previous Registrations
Svb Investment Services INC.Broker
Svb Investment Services INC.
Fisher Investments
State Registrations6 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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