UMB Financial Services provides investment advisory services through its Managed Account Solutions Program (MAS Program). The MAS Program includes FMAX, UMB Fund Advisor, UMB Advisor Select, and the UMB Institutional Fixed Income Program. Financial advisors work with clients to understand their investment needs and goals, and then recommend an appropriate MAS program option. The firm offers a range of investment products, including stocks, bonds, mutual funds, and ETFs.
Assets Under Management$3.1M
Clients1
Advisors56
Avg. per Client$3.1M
Avg. per Advisor$55K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
56 Advisors at this firm
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