CD
CD

Christine Denise Danford

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
858 clients
Average Client Portfolio
$695K average
Assets Under Management
$595.9M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10M+0.50%

In certain circumstances, Family Investment Center may deviate from this schedule to accommodate unusual circumstances or service needs. Such deviations shall be made in writing and agreed upon by all parties.

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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Employment History
Current Registrations
Family Investment Center
September 2018 - Present · 7 yrs 5 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.
Christine Denise Danford - Financial Advisor | TrueAdvisor