Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FCI Advisors' fees are based on a percentage of assets under management and are negotiable. Fixed income accounts below $10 million are charged 0.40% on the first $5,000,000 and 0.30% on the balance. Model portfolios are charged 0.20% to 0.25%. Fees, minimum fees, and minimum account sizes are negotiable and may be waived. Clients also pay custodian fees and expenses related to mutual funds, ETFs, and trading securities. If FCI serves as financial advisor for a fund used in a client's account, they will waive their advisory fee for that portion.
Areas of Practice
Advisor Information
Office location
442 West 47th Street, Kansas City, MO, 64112
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
Bradley is a director at FCI Holding Corporation and a trust officer at Blue Ridge Bank & Trust Company, dedicating minimal time to each. He also serves as President/CEO/Board Member at Midwest Trust Company (full-time), is a partner in Branch Growth Associates investment club, and a limited partner in Bergman Family Tree Farm L.P.