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, giving advice on various securities. They also offer financial planning services including tax preparation, insurance review, and retirement planning. Services are tailored to client needs with ongoing performance reviews.
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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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingBusiness Owners
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Location
3805 Beck Road, Saint Joseph, MO, 64506
