Assets Under Management
$3.1M
Number of Clients
1
Number of Advisors
54
Average Client AUM
$3.1M
AUM per Advisor
$57K
Compensation
Fee-Only (AUM)
UMB Financial Services, Inc. offers investment advisory services through its UMB Managed Account Solutions Program (MAS Program). The MAS Program consists of four investment advisory program options: FMAX, UMB Fund Advisor, UMB Advisor Select, and the UMB Institutional Fixed Income Program. The firm also offers brokerage services.
| Assets Under Management | 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.
928 Grand Blvd, Kansas City, MO, 64106