Kelley Edwards
Kelley Edwards is a registered investment advisor at UBS Financial Services INC., based in Kansas City, MO, with 24 years of industry experience. Kelley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
700 West 47th Street, Kansas City, MO, 64112
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business Activities
Kelley is involved with RSE Properties, LLC, performing maintenance duties since 2021, and is the treasurer for Midwest Adaptive Sports, coordinating youth athletic programming. Kelley also assists with invoicing and inventory for W H Edwards Company, a wholesale snack food distributor.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations7 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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