Thaddus Danford is a CFP-designated registered investment advisor at Family Investment Center, based in Saint Joseph, MO, with 27 years of industry experience. Thaddus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 894 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may deviate from this schedule to accommodate unusual circumstances or service needs.
Fee Estimator
Contact
Thaddus Danford
Location
3805 Beck Road, Saint Joseph, MO, 64506
Get directionsHistory
Regulatory History
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
Thaddus serves on the Board of Directors for National Advisors Trust Company (NATC) and National Advisors Holdings, Inc. (NAH), as well as National Advisors Trust of South Dakota, Inc. Thaddus dedicates minimal time to these activities.
Employment History
Current Registrations
Family Investment Center
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams