Ezekiel Powell
Ezekiel Powell is a CFP, ChFC-designated registered investment advisor at First Citizens Investor Services, INC., based in Wilson, NC, with 4 years of industry experience. Ezekiel 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
3129 Raleigh Road Pkwy West, Wilson, NC, 27896
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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
Ezekiel works as an independent contractor providing janitorial services since 2016. This non-investment related activity takes about 10% of his time.
Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Thrivent Investment Management INC.
Thrivent Investment Management 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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