Citizens Securities Review


Trust Score 84%
Trust Score info_outline
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Citizens Securities, federally registered in 2003, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 805 advisors. Citizens Securities manages $4 billion and provides investment advisory services for 52,987 clients (1:66 advisor/client ratio).

Citizens Securities requires a $50,000 minimum investment and charges a blended rate between 1.40% and 0.85% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • Firm works with a lesser-known custodian
  • There is only one licensed advisor for every 66 clients (industry average 1:50)
  • Firm has been federally registered for only 15 years

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $67,720
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $4 billion
Advisor / Client Ratio 1:66
Headquarters Dedham, MA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $250,000 1.40%
$250,001 to $500,000 1.25%
$500,001 to $1,000,000 1.10%
$1,000,001 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.95%
$5,000,001+ 0.85%


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