Assets Under Management
$2.1B
Number of Clients
6,706
Number of Advisors
379
Average Client AUM
$313K
AUM per Advisor
$5.5M
Compensation
Fee-Only (AUM)
First Citizens Investor Services (FCIS) offers investment advisory services through various programs, including portfolio management, guided investing, and financial planning. FCIS works with clients to assess their financial needs and recommend suitable investment strategies. Services are offered on both discretionary and non-discretionary bases.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
Fees are negotiable.
8540 Colonnade Center Drive, Raleigh, NC, 27615-3052