Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FCAM charges asset-based fees, which may cover investment management, monitoring of third-party managers, IAR services, execution costs, and custody. Sub-advisory fees range from 0.04% to 0.50% of AUM and may be negotiable. Retail service fees are billed in advance, monthly or quarterly, depending on the program. Fees may be negotiable based on account composition, complexity, and client relationships. FCAM does not aggregate accounts for fee determination. Clients will also incur separate investment management fees and operating expenses charged within mutual funds and ETFs.
Areas of Practice
Advisor Information
Office location
8540 Colonnade Center Drive, Raleigh, NC, 27615
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.
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Charles works as an Institutional Consultant selling Brokered Retirement Plans for First Citizens Asset Management since 2022. This investment-related activity takes about 10-20% of his time.