Winston Meyer is a CFP-designated registered investment advisor at Family Investment Center, based in Saint Joseph, MO, with 5 years of industry experience. Winston 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
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
Location
3805 Beck Road, Saint Joseph, MO, 64506
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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 →Employment History
Current Registrations
Family Investment Center
Previous Registrations
Invisor
Carlson Financial
Carlson Financial
Cornerstone Advisors
State Registrations3 states
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