FCI Advisors is a registered investment advisor headquartered in Overland Park, Kansas, providing investment management services since 1966. FCI Advisors manages investment portfolios for individuals, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, utilizing various strategies such as fixed income, equity selection, and model portfolios. FCI Advisors tailors its investment approach based on client goals and investment policy statements. The firm is affiliated with several trust and custody companies, including The Midwest Trust Company and Benefit Trust Company, which provides operational support and custody services. FCI Advisors emphasizes a disciplined investment process combining fundamental, behavioral, and technical analysis, while carefully managing risk factors such as credit quality, duration, and market volatility.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable and can vary based on historical relationship, account composition, and asset size. Model portfolios are charged at 0.20% to 0.25%.