Adrian Orozco
Adrian Orozco is a registered investment advisor at First Citizens Investor Services, INC., based in Raleigh, NC, with 4 years of industry experience. Adrian 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
100 East Tryon Road, Mail Code: Dac19, Raleigh, NC, 27603
Get directionsHistory
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
Adrian is a co-owner with their spouse of a rental property, Centenario LLC, and helps manage the rental income and repairs. This activity takes a few hours per week.
Employment History
Current Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
State Registrations52 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
More Advisors
- Jonathan LaroseFirst Citizens Investor Services, INC.
- Robert Lane, CFPFirst Citizens Investor Services, INC.
- Katie Peeden, CFPFirst Citizens Investor Services, INC.
- Gregory WeissFirst Citizens Investor Services, INC.
- Edward Harris, CFPFirst Citizens Investor Services, INC.
- John Liddicoat, CFPFirst Citizens Investor Services, INC.