Fci Advisors
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Overview
Fci Advisors is located at 5901 College Boulevard, Leawood, KS. The firm employs 32 financial advisors to manage client portfolios and provide financial guidance. Fci Advisors is not a registered broker-dealer.
Fci Advisors oversees $15.1 billion in assets under management across 14,421 accounts, of which 13,490 are discretionary and 931 are non-discretionary. Over the past year, the firm has provided financial planning services to 3,500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The firm caters to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, and corporations, with retail investors being the largest client type by accounts. The fee structure at Fci Advisors includes asset-based and fixed fees. The firm has 1,230 high net worth clients and maintains affiliations with a trust company, insurance company or agency, and pension consultant.
Fci Advisors is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fci Advisors by the Numbers
$15.1 billion
68
14,421
$1.0 million
Products and Services
Fci Advisors offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. In the prior fiscal year, Fci Advisors provided 3500 of its accounts with financial planning services. The Firm does not sell products or offer services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically depend on which services are provided. Fees billed by Fci Advisors likely consist of some combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Fci Advisors.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with a broad range of customers. The firm caters to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, and corporations. Out of its 10 clients, Fci Advisors's largest client type by number of accounts is banking institutions, but it also caters to 1230 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 24.94%
- Other Individuals - 66.92%
- Corporations - 5.01%
- Charitable Organizations - 3.12%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Fci Advisors
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Westerville, OH
Englewood, CO
Leawood, KS
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