Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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).
Areas of Practice
Advisor Information
Office location
4747 W 135 Street, Suite 100, Leawood, KS, 66224
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
Barnabas is on the board of directors and a minority shareholder of Rawlins Bancshares Holding Company and Farmers Bank & Trust, dedicating minimal time to these roles. He is also an Investment Advisor Representative (IAR) with Financial Advisory Service, Inc. (FAS) and a managing member of BDMR Property Investments LLC.