Fci Advisors
Assets Under Management
$1.9B
Number of Clients
541
Number of Advisors
8
Avg. Portfolio per Client
$3.5M
Avg. Managed per Advisor
$237.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
FCI Advisors offers investment supervisory services, manages investment advisory accounts, and provides investment advice through consultations and special reports. They provide individualized, discretionary investment management services to institutional clients and offer investment advisory services to clients of Separately Managed Account sponsors. FCI also provides plan sponsors with fiduciary services.
Fee Structure
FCI Advisors charges a percentage of your portfolio's value for investment management. The fees are negotiable.
For fixed income accounts below $10 million:
- 0.40% on the first $5,000,000
- 0.30% on the balance
For institutional fixed income accounts (minimum $10 million):
- 0.30% on the first $25,000,000
- 0.25% on the next $25,000,000
- 0.20% on the balance
For model portfolios, the fee is 0.20% to 0.25% of the assets managed under the model.
Areas of Practice
Location
5901 College Boulevard, Suite 110, Overland Park, KS, 66211