Richard Salmen is a CFA, CFP-designated registered investment advisor at Family Investment Center, based in Lenexa, KS, with 9 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 894 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may deviate from this schedule to accommodate unusual circumstances or service needs.
Fee Estimator
Contact
Richard Salmen
Location
11253 Strang Line Rd, Lenexa, KS, 66215
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Regulatory 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
Richard provides pilot services for hire as a sole proprietor since 2015. He dedicates minimal time to this activity, taking vacation time if it occurs during business hours.
Employment History
Current Registrations
Family Investment Center
Previous Registrations
Northern Financial Advisors, INC
Bok Financial Advisors
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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