Citizens Securities, INC.
Assets Under Management
$9.2B
Number of Clients
53,044
Number of Advisors
704
Average Client AUM
$173K
AUM per Advisor
$13.1M
Compensation
Fee-Only (AUM)
About This Firm
Citizens Securities, Inc. (CSI) provides investment advisory services through the Citizens Advisory Solutions Managed Account Program, a TAMP program. The program offers various options, including Citizens Integrated Portfolios, Fixed Income Solutions, Citizens Private Wealth Solutions, and Citizens Advisory Connect Program. CSI does not provide legal, tax, or accounting advice. The Managed Account Program charges a single asset-based fee.
Fee Structure
The Managed Account Program charges a single asset-based fee, which includes CSI's component, the Platform Manager's component, and the Portfolio Manager's component. The maximum annual rate for CSI's component is 2.00%. The specific fee composition will be listed in your Investment Management Agreement (IMA). Fees are negotiable under some circumstances. Connect accounts are subject to a minimum investment of $2,000.
Areas of Practice
Location
One Citizens Bank Way, Jcb135, Johnston, RI, 02043