Joshua Weiser is a registered investment advisor at United Capital Management of Kansas, INC., based in Olathe, KS. Joshua 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
706 N Lindenwood Dr, Olathe, KS, 66062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
United Capital Management of Kansas, INC.
State Registrations1 state
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