Abraham Radmanesh
Abraham Radmanesh is a registered investment advisor at Umb Private Wealth Management, LLC, based in Overland Park, KS, with 12 years of industry experience. Abraham 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
Abraham works as a financial services professional providing investment management services at UMB Bank, dedicating nearly full-time hours. He also serves on the Elder Board of Colonial Presbyterian Church and the Church Planting Board of Evangelical Presbyterian Church, dedicating minimal time to these volunteer activities.
Employment History
Current Registrations
Umb Private Wealth Management, LLC
Previous Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
State Registrations5 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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