Alan Jilka
Alan Jilka is a CFP-designated registered investment advisor at United Capital Management of Kansas, INC., based in Salina, KS, with 13 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
227 North Santa Fe, Salina, KS, 67401
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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 ActivitiesSells Insurance
Alan is a musical performer, dedicating minimal time to singing and guitar performances. He also works with United Capital Management RIA and United Capital Insurance LLC, and is a registered representative with Stonex Securities Inc., spending nearly full-time hours on these investment-related activities, including selling insurance products.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
Previous Registrations
Stonex Securities INC.Broker
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.
Exams
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