Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
858 clients
Average Client Portfolio
$695K average
Assets Under Management
$595.9M
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Thaddus "dan" S Danford
Location
3805 Beck Road, Saint Joseph, MO, 64506
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Regulatory History
Clean regulatory record
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
Thaddus serves on the Board of Directors for National Advisors Trust Company (NATC) and National Advisors Holdings, Inc. (NAH), as well as National Advisors Trust of South Dakota, Inc. Thaddus dedicates minimal time to these activities.
Employment History
Current Registrations
Family Investment Center
June 1998 - Present · 27 yrs 8 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.
Contact
Thaddus "dan" S Danford