Candice Graham
Candice Graham is a registered investment advisor at United Capital Management of Kansas, INC., based in Salina, KS, with 9 years of industry experience. Candice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management. Their firm serves 1,366 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UCMK charges a percentage of your portfolio annually for investment management, billed monthly in advance. The exact fee is negotiable, ranging from 0.75% to 2.5% depending on your financial situation, the amount you invest, and the complexity of services. There is a minimum account size of $5,000, which can be waived. There is also an overriding minimum fee of $50 per account on an annual basis. Brokerage commissions and transaction fees are billed separately.
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
Candice is an insurance agent at United Capital Insurance, LLC, selling life, health, annuity, and long-term care insurance since November 2020. She dedicates a few hours per week to this business, all during market hours.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
Previous Registrations
V Wealth Advisors LLC
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.