Adam Perkins
Adam Perkins is a registered investment advisor at Umb Financial Services, INC., based in Clayton, MO, with 24 years of industry experience. Adam 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
7700 Forsyth Blvd, Suite 120, Clayton, MO, 63105
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
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.
Employment History
Current Registrations
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Umb Scout Brokerage Services, INC.
Umb Scout Brokerage Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations21 states
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.