Matthew Reeves
Matthew Reeves is a CFP-designated registered investment advisor at Umb Financial Services, INC., based in Overland Park, KS, with 27 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing.
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 the firm. Fixed Income Program fees will not exceed 1.00%.
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 →Other Business Activities
Matthew works for UMB Bank providing investment management and financial services. This activity takes nearly a full-time commitment.
Employment History
Current Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
Bma Financial Services, INC.Broker
State Registrations6 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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