Kelley Edwards
Kelley Edwards is a registered investment advisor at UBS Financial Services INC., based in Kansas City, MO, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
700 West 47th Street, Kansas City, MO, 64112
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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.Broker
UBS Financial Services INC.
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.