Aubrey Paganelli is a registered investment advisor at United Advisors America, based in Prosper, TX, with 13 years of industry experience. Aubrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,751 clients with $350M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fixed income portfolio management fee is 0.5%.
Fee Estimator
Location
290 S Preston Road, Suite 220, Prosper, TX, 75078
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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
Aubrey works as a full-time insurance agent for Alliance America Corporation, a life and health insurance agency, since 2011.
Employment History
Current Registrations
United Advisors America
State Registrations11 states
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