Family Investment Center
Assets Under Management
$595.9M
Number of Clients
858
Number of Advisors
10
Average Client AUM
$695K
AUM per Advisor
$59.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Family Investment Center manages investment portfolios for individuals, families, and organizations, offering advice on various securities. They also provide financial planning services, including tax preparation, insurance review, asset allocation, and retirement planning. Services are tailored to individual client needs, with ongoing performance reviews and adjustments as necessary.
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
Location
3805 Beck Road, Saint Joseph, MO, 64506
