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Justin Schamberger

11 Years of Experience
Abilene, KS
Broker

Justin Schamberger is a registered investment advisor at United Capital Management of Kansas, INC., based in Abilene, KS, with 11 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,655 clients with $880M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,655 clients
Average Client Portfolio
$535K average
Assets Under Management
$884.8M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Minimum Annual Fee:$50
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.75% to 2% annually, billed monthly in advance. Fees are negotiable based on account size, portfolio complexity, and other factors. The firm's standard agreement lists a maximum fee of 2.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

307 N. Spruce, Abilene, KS, 67410

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Justin performs manual labor on a farm, including repairing fences and cutting firewood. This non-investment related activity requires minimal time.

Employment History
Current Registrations
United Capital Management of Kansas, INC.
June 2015 - Present · 11 yrs 4 mos
Stonex Securities INC.Broker
July 2014 - Present · 12 yrs 3 mos
State Registrations5 states
CAKSMOTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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