CFA · CFP
CFA · CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
858 clients
Average Client Portfolio
$695K average
Assets Under Management
$595.9M
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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Contact
Richard Christopher Salmen
Location
11253 Strang Line Rd, Lenexa, KS, 66215
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard provides pilot services for hire as a sole proprietor since 2015. He dedicates minimal time to this activity, taking vacation time if it occurs during business hours.
Employment History
Current Registrations
Family Investment Center
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Northern Financial Advisors, INC
August 2016 - January 2018 · 1 yr 5 mos
Bok Financial Advisors
January 2016 - May 2016 · 4 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
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Contact
Richard Christopher Salmen