United Advisors America (UAA) focuses on individuals, especially those at or near retirement age, and pension and profit-sharing plans. UAA provides continuous investment advice and recommends investments based on individual needs. UAA offers customized investment programs, and clients can choose between UAA making all trading decisions or the client making all trading decisions based on UAA's recommendations. UAA may provide complimentary financial planning services upon request.
Assets Under Management$350M
Clients1,751
Advisors24
Avg. per Client$200K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
24 Advisors at this firm
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