Family Investment Center
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$650,484,892
Clients
873
Advisors
12
across 3 offices
About
Family Investment Center is a multi-advisor registered investment advisory firm that serves individuals and families (including high-net-worth clients), as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, and its financial planning engagements may include tax preparation, insurance review, retirement and estate plan reviews, and ongoing portfolio analysis.
The firm’s investment approach emphasizes fundamental security analysis and a generally long-term orientation while allowing for occasional short-term trading and discretionary portfolio management consistent with client objectives. Family Investment Center uses professional tools such as Morningstar Advisor Workstation and Nitrogen Wealth software, provides regular performance reviews and rebalancing, and structures planning relationships with a series of scheduled meetings in the initial year and reduced cadence in renewal years.
Compared with many peers, the firm maintains several distinguishing features: it distributes periodic client communications (newsletters/periodicals) and makes its Brochure and ongoing disclosures available online, it has explicit procedures limiting discretionary withdrawals from client accounts, and it may recommend establishing relationships with a related trust company for trust or custodial services. The firm also integrates tax services into planning engagements and records a multi-team structure with a relatively high advisor-to-client scale and formalized meeting schedule for initial planning clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat retainer fees may be agreed upon in some circumstances for financial planning.
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Hourly financial planning fees may be charged; specific rates not stated.
Fee-only: Financial planning fees ranging from $2,000 to $30,000 for the first year; renewal fees from $600 to $12,000 annually, payable monthly, quarterly, or semi-annually in advance.
Main office
See office3805 Beck Road
Saint Joseph MO 64506
Advisors at this office
7
Offices (3)
Most active in
Alabama · Arizona · California · Colorado · Florida · Georgia · Indiana · Iowa · Kansas · Louisiana · Missouri · Nebraska · New Hampshire · North Carolina · Texas · Utah · Virginia · Wisconsin
Also doing business as
Family Investment Center · Family Investment Center, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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