Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
In certain circumstances, Family Investment Center may deviate from this schedule to accommodate unusual circumstances or service needs. Such deviations shall be made in writing and agreed upon by all parties.
Fee Estimator
As an investment advisor, they manage accounts for a percentage of assets under management, up to 1% annually, depending on account size and complexity. This fee is paid quarterly. They may also agree to a flat retainer fee. As a financial planner, they may charge fees on an annual basis, hourly basis, or other period mutually agreed upon. The first year’s annual financial planning fee ranges from $2,000 to $30,000. Renewal year fees range from $600 to $12,000.
Areas of Practice
Advisor Information
Office location
Gilbert, AZ
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
Samuel works for TeddyMD LLC as their operations and finance manager, dedicating a few hours per week. He provides strategic guidance, inventory management, and basic bookkeeping for the company, which sells sleep aid products online.