United Financial Planning Group provides financial planning and asset management services. Financial planning involves analyzing a client's financial situation and creating a plan to manage their resources. Asset management services are tailored to the client's needs and objectives, and can be discretionary or non-discretionary. United Financial Planning Group also offers consultative services to pension and profit sharing plans.
Assets Under Management$310M
Clients198
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. The annual fee range for the first $1,000,000 is 0.75% to 1.00%. The annual fee range for any amount over $1,000,000 is 0.25% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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