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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,706 clients with $2.1B 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% |
These fees apply to First Citizens Wealth Management and First Citizens Investor Services Wealth Strategies Portfolio Management. Third-Party Manager fees can be up to 0.55% in addition to the program fee. Tax Aware Services are offered with Portfolio Manager Program and First Citizens Wealth Management Services at an additional fee of 0.53% of the assets in the account. First Citizens Guided Investing has a fee of 0.30%.
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.
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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
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