First Citizens Asset Management, INC

Assets Under Management

$167.0M

Number of Clients

409

Number of Advisors

68

Average Client AUM

$408K

AUM per Advisor

$2.5M

Compensation

Fee-Only (AUM)

About This Firm

FCAM offers sub-advisory services through affiliated entities and direct investment advisory services to individuals, corporations, and municipalities. Retail services include wrap, SMA, and UMA programs. FCAM oversees client portfolios based on risk profile, investment horizon, and financial goals.

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

8540 Colonnade Center Drive, Raleigh, NC, 27615

68 Advisors at this firm

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