Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Clients with agreements dated prior to January 2018 may have a different fee schedule. UAA may waive, in whole or in part, management fees for friends, relatives, or others with whom the Firm or Representative has established personal or family relationships.
Fee Estimator
UAA charges an annual fee based on assets under management, billed quarterly in arrears. Fees may be based on household value for billing purposes. Clients with agreements before January 2018 may have a different fee schedule. UAA may waive fees for friends, relatives, or others with established personal or family relationships. Fixed income portfolio management has a separate fee of 0.5%.
Areas of Practice
Advisor Information
Office location
290 S Preston Road, Suite 220, Prosper, TX, 75078
Get directionsRegulatory History (1)
Judgment / Lien
July 2014Other Business ActivitiesSells Insurance
Lucien is an insurance agent with Alliance America Corporation since 2019, dedicating full-time hours. He also works as an agent for Level Four Insurance Services selling life, health, disability, and fixed annuities, dedicating a few hours per week, and provides financial plans and advice for Level Four Advisory Services LLC, taking about half of his time.