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Christopher Stiens

13 Years of Experience

Christopher Stiens is a registered investment advisor at Family Investment Center, based in Saint Joseph, MO, with 13 years of industry experience. Christopher 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 4 more. Their firm serves 894 clients with $690M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
894 clients
Average Client Portfolio
$771K average
Assets Under Management
$689.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10M+0.50%

Fees may deviate from this schedule to accommodate unusual circumstances or service needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3805 Beck Road, Saint Joseph, MO, 64506

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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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Other Business Activities

Christopher is an owner and soil scientist consultant at Advanced Aquatics, an environmental consulting firm, since 2005. He spends about half of his time on this activity and derives 30% of his total yearly compensation from it.

Employment History
Current Registrations
Family Investment Center
November 2012 - Present · 13 yrs 5 mos
Previous Registrations
Waddell & Reed, INC.
September 2012 - November 2012 · 2 mos
State Registrations3 states
KSMOTX
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.
Christopher Stiens - Financial Advisor | TrueAdvisor