United Capital provides financial planning and investment management services. Financial planning covers goals, risk assessment, retirement, estate planning, and insurance. Investment management involves selecting external managers or portfolios managed by United Capital, using various asset classes. United Capital partners with Creative Planning and its affiliates for services like legal, tax, and business advice. Clients are not obligated to use affiliated services.
Assets Under Management$17B
Clients22,832
Advisors163
Avg. per Client$750K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
163 Advisors at this firm
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