Abraham Radmanesh is a registered investment advisor at Umb Financial Services, INC., based in Kansas City, MO, with 12 years of industry experience. Abraham 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
4900 Main Street, Kansas City, MO, 64112
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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 Activities
Abraham works as a financial services professional providing investment management services at UMB Bank, dedicating nearly full-time hours. He also serves on the Elder Board of Colonial Presbyterian Church and the Church Planting Board of Evangelical Presbyterian Church, dedicating minimal time to these volunteer activities.
Employment History
Current Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
State Registrations2 states
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