Hayden Lewis
Hayden Lewis is a registered investment advisor at First Citizens Investor Services, INC., based in Washington, PA, with 2 years of industry experience. Hayden 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
Washington, PA
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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
Hayden rents rooms in his primary residence, dedicating minimal time to this activity. He also works as a Compliance Analyst for First Citizens Asset Management, Inc. and as an employee of SVB Wealth, LLC, spending about a quarter of his time on the latter.
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
State Registrations1 state
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