United Global Advisors (UGA) is an investment management firm that provides non-discretionary portfolio management services. UGA makes specific investment recommendations tailored to each client's needs and objectives, but requires client approval before executing any trades. UGA also provides investment advisory services to pooled investment vehicles.
Assets Under Management$42M
Clients78
Advisors1
Avg. per Client$540K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
UGA charges a quarterly management fee of approximately 0.25% - 0.50% of your portfolio's value, which works out to 1.0% - 2.0% per year. This fee is based on the value of your investments at the end of each quarter and is deducted directly from your account.
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