Benjamin Skilling is a CFP-designated registered investment advisor at Umb Financial Services, INC., based in Leawood, KS, with 22 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $3.1M 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 $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 UMB. Fees for the UMB Institutional Fixed Income Program will not exceed 1%.
Fee Estimator
Location
4200 W 115th Street, Leawood, KS, 66211
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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
Benjamin is the Chairman of the Board for the Financial Planning Asso of Greater KC, dedicating minimal time. He also works as a financial services professional for UMB Bank, dedicating nearly full-time hours.
Employment History
Current Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Waddell & ReedBroker
Waddell & Reed
State Farm Vp Management CORP.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
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.