FAS charges a fee based on a percentage of assets under management, up to 1.50% per year, or a mutually agreed-upon flat dollar fee. A minimum quarterly fee of up to $1,250 ($5,000 annually) may apply, potentially making the cost prohibitive for clients with less than $500,000 of household assets. All fee arrangements are subject to negotiation. Financial planning services are offered on an hourly basis (up to $500/hour) or a fixed engagement fee (up to $25,000).
4747 West 135th Street #100, Leawood, KS, 66224
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Learn about disclosures →John is General Counsel, IAR, and a shareholder of Financial Advisory Service, Inc. (FAS). He also practices law through John A. Meier, PC and is a managing member of Quebeçoise Holdings, LLC, which owns a boat condominium.