| 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.
928 Grand, Kansas City, MO, 64106
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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 →Craig owns Sutherland Automotive, a part-time job involving sales and service of vintage automobiles, and is a partner in Sutherland Lumber Co. He also creates promotional videos for Historic Sports Car Racing LLC and runs social media sites, while dedicating nearly full-time hours to investment management services as a financial services professional at UMB Bank.