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
6501 Carnegie Boulevard, Charlotte, NC, 28211
Get directionsRegulatory 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
Alan is the President of the Board for the Porter Ridge Athletic Association and the Union County Youth Soccer Program, dedicating a few hours per week and minimal time respectively. He is also a partner in Family Holdings Group, LLC, a real estate holding company, but has no responsibilities.