Tylor Willis
Tylor Willis is a CFP-designated registered investment advisor at Umb Private Wealth Management, LLC, based in Overland Park, KS, with 14 years of industry experience. Tylor 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
Get directionsHistory
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 ActivitiesSells Insurance
Tylor earns commissions from insurance companies for selling various insurance products, and is a licensed agent for UMB Insurance, dedicating a few hours per week. Tylor also invests in real estate and works full-time as a financial services professional for UMB Bank.
Employment History
Current Registrations
Umb Private Wealth Management, LLC
Previous Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 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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