Fci Advisors
Assets Under Management
$17.0B
Number of Clients
5,319
Number of Advisors
8
Average Client AUM
$3.2M
AUM per Advisor
$2.1B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FCI Advisors offers investment supervisory services, manages investment advisory accounts, and provides investment advice. They provide discretionary investment management services to institutional clients and through wrap fee programs. The firm also offers 3(38) fiduciary services for retirement plans. FCI is based in the Kansas City area.
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
Location
5901 College Boulevard, Suite 110, Overland Park, KS, 66211