Dail Blake is a registered investment advisor at Umb Financial Services, INC., based in Leawood, KS, with 28 years of industry experience. Dail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $3.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
56 advisors
Number of Clients
1 client
Average Client Portfolio
$3.1M average
Assets Under Management
$3.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees may be negotiable based on the client’s total relationship with UMB. Fees for the UMB Institutional Fixed Income Program will not exceed 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4200 W 115th Street, Leawood, KS, 66211
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 1999Settled
Employment History
Current Registrations
Umb Financial Services, INC.Broker
August 2025 - Present · 8 mos
Umb Financial Services, INC.
August 2025 - Present · 8 mos
Previous Registrations
Money Concepts Capital CORPBroker
December 2017 - December 2023 · 6 yrs
Money Concepts Advisory Service
November 2017 - December 2023 · 6 yrs 1 mo
Country Club Financial Services, INC.
March 2004 - December 2017 · 13 yrs 9 mos
Country Club Financial Services, INC.
July 2003 - March 2004 · 8 mos
Country Club Financial Services, INC.Broker
January 2002 - December 2017 · 15 yrs 11 mos
RBC Dain Rauscher INC.Broker
March 1998 - January 2002 · 3 yrs 10 mos
Dain Rauscher IncorporatedBroker
January 1997 - March 1998 · 1 yr 2 mos
Piper Jaffray INC.Broker
February 1996 - February 1997 · 1 yr
State Registrations15 states
ALCOFLIAILKSKYMIMNMONCNYTXUTWY
AdvisorBrokerBoth
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.