Pursuing Your Investment Goals

What working with us looks like

Advice based on your whole financial picture

We start by learning about your goals, time horizon, income needs, taxes, and the accounts you hold in other places. Your plan and portfolio are built around that picture and reviewed with you regularly.

A personal, responsive relationship

You work directly with the advisers who manage your account, in Springfield, in Kansas City, or by phone and video.

A clear fee you can see

Our investment management fee is a percentage of the assets we manage, up to 1.00% per year, negotiable, and billed quarterly in arrears. Because the fee grows as the assets we manage grow, we earn more when you add assets, including assets rolled over from an employer plan. That is a conflict of interest, and we disclose it in Form ADV Part 2A.

See fees

Help with more complex needs

We coordinate with your tax advisor, estate attorney, trust administrator, and other professionals so that your plan works together.

Your assets stay with an independent custodian

Client accounts are held at Charles Schwab & Co., Inc., an independent qualified custodian that is not affiliated with FTPWC. You receive account statements directly from Schwab, and we encourage you to compare them with any reports we send. FTPWC has limited custody only because, with your written authorization, Schwab deducts our advisory fee from your account.

Brent Weisenborn’s February 4, 2009 testimony before the U.S. House Committee on Agriculture as CEO of Agora-X, LLC, on derivatives market reform.

Experience in markets and regulation

House Committee on Agriculture hearing, February 2009

On February 4, 2009, before founding FTPWC, Brent Weisenborn testified before the U.S. House Committee on Agriculture as CEO of Agora-X, LLC. The hearing reviewed draft derivatives market reform legislation, the Derivatives Markets Transparency and Accountability Act of 2009, which addressed transparency and oversight of futures and over-the-counter derivatives markets.