FAQ
What is the minimum for a financial advisor managed account?
There is no minimum balance required to establish a donor-advised fund at the Greater Kansas City Community Foundation. However, the assets should exceed $100,000 for the fund to be invested separately in a financial advisor managed account. If you’re working with a client who hasn’t reached that threshold, they can still list you as the fund’s investment manager, so you can help them choose the best investment mix using the Foundation’s pools. As the fund’s assets grow, we can work with you to move the fund’s investments to a financial advisor managed account.