Assets Under Management
$353.7M
Number of Clients
1,751
Number of Advisors
22
Average Client AUM
$202K
AUM per Advisor
$16.1M
Compensation
Fee-Only (AUM)
United Advisors America provides investment management services to individuals, especially those at or near retirement, and pension/profit-sharing plans. They offer customized investment programs based on client goals and objectives, with both discretionary and non-discretionary options. Complimentary financial planning services are available upon request.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
290 S Preston Road, Suite 220, Prosper, TX, 75078