United Planners' Financial Services of America a Limited Partner
United Planners Financial Services is a registered investment advisor and broker-dealer. It provides financial planning and portfolio management services through its independent contractor financial professionals. These services include financial planning, risk assessment, investment research, and portfolio management. United Planners offers various account types, including Pershing accounts, third-party custodian accounts, and third-party money manager accounts. Financial professionals may also offer insurance services, estate planning, and tax preparation.
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.