United Capital Financial Advisors

Assets Under Management

$17.2B

Number of Clients

22,832

Number of Advisors

146

Average Client AUM

$754K

AUM per Advisor

$117.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

United Capital provides financial planning and investment management services to a wide range of clients. They work with clients to understand their risk tolerance and investment objectives. Wrap fee pricing is available to legacy clients only. United Capital does not provide legal, tax, or accounting advice.

Fee Structure

Minimum Investment:$500K
Areas of Practice
Investment ManagementRetirement Planning
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Location

125 E John Carpenter Frwy, Suite 1300, Irving, TX, 75062

146 Advisors at this firm

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