Gavin Doyle is a registered investment advisor at Umb Financial Services, INC., based in Leawood, KS, with 20 years of industry experience. Gavin 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
Gavin works part-time as a bartender and server for Victory Catering, dedicating minimal time. He also works full-time for IB&T Investment Services and about half his time as a Wealth Advisor for Illinois Bank & Trust.
Employment History
Current Registrations
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
State Registrations17 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.