JB
CFA
JB
CFA

James Braunsdorf

13 Years of Experience

James Braunsdorf is a CFA-designated registered investment advisor at Fci Advisors, based in Overland Park, KS, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 541 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
541 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

FCI Advisors charges a percentage of your portfolio's value for investment management. The fees are negotiable.

For fixed income accounts below $10 million:

  • 0.40% on the first $5,000,000
  • 0.30% on the balance

For institutional fixed income accounts (minimum $10 million):

  • 0.30% on the first $25,000,000
  • 0.25% on the next $25,000,000
  • 0.20% on the balance

For model portfolios, the fee is 0.20% to 0.25% of the assets managed under the model.

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Location

5901 College Boulevard, Suite 110, Overland Park, KS, 66211

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History

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.

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Employment History
Current Registrations
Fci Advisors
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
Fci Advisors
April 2012 - January 2017 · 4 yrs 9 mos
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.