Family Investment Center

Financial Advisor in Buchanan County, MO

Firm Info
Address: 3805 Beck Rd, St Joseph, MO 64506, USA
Phone: (816) 233-4100

Firm Size
Assets Under Management: $483.5 million
# of Advisors: 9
# of Clients: 1,605
Client to Advisor Ratio: 178:1
Average Account Size: $301,276
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Family Investment Center Overview

Family Investment Center is an investment advisory firm situated in Saint Joseph, MO. The firm operates under a fee-only fee arrangement, meaning they don't receive commissions or incentives for the financial products they recommend to their clients. The firm has been providing investment advice services since 2005 and focuses primarily on portfolio management for individuals and small businesses, as well as businesses or institutional clients. Family Investment Center is a registered investment advisory firm specializing in investment advice only. They don't offer any product sales, and all of their services are geared towards optimizing their client's investment portfolios. Their offerings include financial planning services to help their clients achieve their financial goals, portfolio management services designed to suit their clients' individual risk tolerance levels and investment objectives, and pension consulting services for businesses. The firm also publishes periodicals and newsletters to keep their clients up-to-date with news and relevant financial information. Additionally, Family Investment Center holds educational seminars and workshops, which are suitable for individuals and businesses looking to improve their financial literacy, investment knowledge, and market awareness. The company's ongoing effort to provide their clients with personalized financial guidance has made them a respected firm in the investment advisory space.

FAMILY INVESTMENT CENTER is a well-known investment firm that serves a wide variety of clients, including individuals, high net worth individuals, charitable organizations, and other types of corporations. With a diverse clientele, FAMILY INVESTMENT CENTER provides extensive financial planning and investment strategies for their clients that are designed to fit their unique needs and goals. They have been recognized for offering quality service and long-term investment plans, and their professionals are skilled at creating personalized financial blueprints that help their clients achieve their goals. FAMILY INVESTMENT CENTER offers several fee structures that are dependent upon what service is provided. For those who require investment management, the firm charges a percentage of the assets under management. Wealth management fees are often calculated on a yearly basis, usually between 1-2% of the total assets. Hourly fees are another option that is ideal for clients who require financial planning or investment advice but don't necessarily need full-time asset management. This flexible option is often preferred by clients who have a small portfolio or who are just starting to invest. Finally, for more straightforward investment or financial planning services, the firm also offers fixed fees that are set upfront and do not fluctuate. These fee structures give clients the ability to choose the option that best meets their needs and budget, making FAMILY INVESTMENT CENTER a flexible and reliable resource for all types of clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for the FAMILY INVESTMENT CENTER does not mention anything about their investment minimum. Therefore, it is unclear what the minimum investment amount is for this firm.

How This Office Can Help Buchanan County, MO Residents

Family Investment Center provides comprehensive financial planning services to clients in Buchanan County, MO. The firm understands that individuals and families in this region may be facing unique financial challenges. Many residents of Buchanan County work in industries like healthcare or manufacturing, and may not have extensive knowledge of personal finance. Others may be struggling to make ends meet due to a lack of job opportunities or low wages. Regardless of their specific challenges, clients of Family Investment Center can benefit from the firm's deep expertise in financial planning. The firm helps clients set realistic financial goals and develop strategies to achieve them. This may involve creating a budget, investing in the right types of accounts, or planning for retirement. Ultimately, Family Investment Center's goal is to help clients in Buchanan County achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Family Investment Center, visit their Part 2 Brochure.

Services Offered by Family Investment Center

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Family Investment Center most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3805 Beck Rd, St Joseph, MO 64506, USA
Phone (816) 233-4100
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 3805 BECK ROAD, SAINT JOSEPH, MO 64506, United States

This firm has no other locations.

State Registrations

Family Investment Center is registered to service clients in the following states:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Florida
  • Indiana
  • Iowa
  • Kansas
  • Louisiana
  • Missouri
  • Nebraska
  • New Hampshire
  • North Carolina
  • Texas
  • Virginia

Disciplinary History

Family Investment Center does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs