Family Investment Center Fees & Minimum

Overview

Headquarters: Saint Joseph, MO
Total Firm Assets: $689 million
Average High-Net-Worth Client Portfolio Size: $1.9 million

Fee Disclosure

Source: DISCLOSURE STATEMENT (2026-01-26) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$10,000,000	0.60%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$37,000	0.74%
$10 million	$67,000	0.67%
$50 million	$267,000	0.53%
$100 million	$517,000	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 72.49%
Number of High-Net-Worth Clients: 265
Total Client Accounts: 2,200
Discretionary Accounts: 2,185
Non-Discretionary Accounts: 15

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 113799

DISCLOSURE STATEMENT (2026-01-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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