Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 and differ among clients based on several factors.
Fee Estimator
FCIS charges asset-based fees for its services, varying based on the program selected, account size, and overall relationship. The Portfolio Manager Program and First Citizens Wealth Management programs have the same fee schedule. Financial planning is offered on a complimentary basis. Clients are responsible for additional fees like brokerage fees and custodial fees. Tax Aware Services are provided at an additional fee of 0.53% of the assets in the account.
Areas of Practice
Advisor Information
Office location
683 Bultman Drive, Sumter, SC, 29150
Get directionsRegulatory History (1)
Customer Dispute
April 2014Other Business Activities
Christopher is a Registered Investment Advisor with First Citizens Asset Management, dedicating a few hours per week to this role. He also serves as a non-public arbitrator for FINRA, spending minimal time on this activity.