Jack Wheeler
Jack Wheeler is a CFA-designated registered investment advisor at Kansas City Private Wealth Management, LLC, based in Kansas City, MO, with 13 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 99 clients with $92M 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 $10.0M | 0.60% |
| $10.0M - $30.0M | 0.20% |
| $30M+ | 0.10% |
Fees are negotiable. There is a minimum annual fee of $1,500.
Fee Estimator
Location
3 W 63rd Street, Suite 120, Kansas City, MO, 64113
Get directionsHistory
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
Jack is a managing member and owner of Kauffman Properties LLC and managing member and minority owner of BKS Partners LLC, Wheeler Homes, LLC, and Butterfly Housing LLC, all property holding companies. These activities take minimal time, with Kauffman Properties requiring a few hours per week and the others requiring minimal time.
Employment History
Current Registrations
Kansas City Private Wealth Management, LLC
Previous Registrations
BMO Asset Management CORP.
M&i Investment Management CORP.
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.