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Chris Schurman

Umb Private Wealth Management, LLC
10 Years of Experience
St. Louis, MO
1 Disclosure
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Chris Schurman is a registered investment advisor at Umb Private Wealth Management, LLC, based in St. Louis, MO, with 10 years of industry experience. Chris 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.

Umb Private Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
46 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$124.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.15%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $15.0M0.70%
$15.0M - $25.0M0.60%
$25.0M - $50.0M0.55%
$50M+0.50%

Fees are billed monthly in arrears based on the average daily balance. Minimum household fee is $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10 South Broadway, St. Louis, MO, 63102

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Umb Private Wealth Management, LLC
May 2026 - Present · 5 mos
Previous Registrations
Umb Financial Services, INC.Broker
March 2021 - June 2025 · 4 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2019 - January 2021 · 1 yr 3 mos
Morgan Stanley
January 2003 - February 2004 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
January 2003 - February 2004 · 1 yr 1 mo
Morgan Stanley
November 2000 - December 2002 · 2 yrs 1 mo
Morgan Stanley Dw INC.Broker
June 1999 - December 2002 · 3 yrs 6 mos
State Registrations7 states
FLILMOMTNJOKTX
Advisor

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
No exam information available for this advisor.
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