Brenda Carrico is a registered investment advisor at Searcy Financial Services, INC., based in Overland Park, KS, with 12 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 193 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Searcy Financial Services manages investments based on different service levels: Platinum, Gold, and Silver. The annual fee is a percentage of the assets managed, with minimum fees.
- Platinum: 0.60% of all assets, with a $15,000 minimum.
- Gold: 0.75% of assets under $3,000,000, with a $5,000 minimum. For assets over $3,000,000, the fee is $22,500 plus 0.50% of the amount exceeding $3,000,000.
- Silver: 1.00% of assets under $1,000,000 with a $5,000 minimum. For assets between $1,000,000 and $2,000,000, the fee is $10,000 plus 0.75% of the amount exceeding $1,000,000. For assets over $2,000,000, the fee is $17,500 plus 0.50% of the amount exceeding $2,000,000.
Fees are negotiable at Searcy's discretion.
Location
12980 Foster Street, Suite 160, Overland Park, KS, 66213-2703
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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 ActivitiesSells Insurance
Brenda has an active insurance license but is not currently selling insurance products and allocates no time to this activity.
Employment History
Current Registrations
Searcy Financial Services, INC.
Allos Investment Advisors, LLC
State Registrations1 state
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.