Fas Wealth Partners, INC.
Assets Under Management
$3.1B
Number of Clients
1,503
Number of Advisors
22
Average Client AUM
$2.1M
AUM per Advisor
$140.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FAS Wealth Partners offers discretionary and non-discretionary asset management based on client goals and risk tolerance. They also provide comprehensive and targeted financial planning services, addressing areas like retirement, investments, insurance, and estate planning. Custody of assets is predominantly held at qualified custodians like Charles Schwab and Fidelity.
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
Location
4747 W 135 Street, Suite 100, Leawood, KS, 66224