| Assets Under Management | 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.
7700 Forsyth Blvd, Suite 120, Clayton, MO, 63105
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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 →Adam is a lay director for soccer intermurals at St. Simons Catholic Church, dedicating a few hours per week. He is also a licensed agent for UMB Insurance selling fixed rate insurance products and services, and a financial services professional for UMB Bank, each taking a few hours per week. Adam is also a co-owner of P'hiancial Holdings LLC, formed to purchase a vacation property.