Benjamin Skilling
Benjamin Skilling is a CFP-designated registered investment advisor at Umb Private Wealth Management, LLC, based in Overland Park, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 46 clients with $120M 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 | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fees are billed monthly in arrears based on the average daily balance. Minimum household fee is $5,000.
Fee Estimator
Location
11935 Riley St., Overland Park, KS, 66213
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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 Private Wealth Management, LLC
Previous Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Waddell & Reed
Waddell & ReedBroker
State Farm Vp Management CORP.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations2 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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