First Citizens Investor Services Review


Trust Score 85%
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First Citizens Investor Services, federally registered in 2000, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 130 advisors. First Citizens Investor Services manages $732 million and provides investment advisory services for 2,692 clients (1:21 advisor/client ratio).

First Citizens Investor Services requires a $50,000 minimum investment and charges a blended rate between 1.95% and 1.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 21 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 18 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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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 $272,091
Hybrid Advisor Yes
Disciplinary History No
Total AUM $732 million
Advisor / Client Ratio 1:21
Headquarters Raleigh, NC
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 1.95%
$500,001 to $1,000,000 1.75%
$1,000,001 to $2,000,000 1.55%
$2,000,001 to $3,000,000 1.35%
$3,000,001 to $5,000,000 1.20%
$5,000,001+ 1.00%


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