Christopher Jones
Christopher Jones is a CFP-designated registered investment advisor at Umb Private Wealth Management, LLC, based in Overland Park, KS, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 46 clients with $120M 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 | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fees are billed monthly in arrears based on the average daily balance. Minimum household fee is $5,000.
Fee Estimator
Location
11935 Riley St., Overland Park, KS, 66213
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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 →Employment History
Current Registrations
Umb Private Wealth Management, LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Irongate Investment Management, LLC
Capital Investment Group, INC.Broker
Irongate Partners, INC.
Triad Advisors, INC.Broker
MML Investors Services, INC.Broker
Dmg Securities, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations2 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.
Exams
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