Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Capital historically offered wrap fee pricing, which covers an annual advisory fee, operational costs, and execution charges. The maximum annualized rate for the wrap fee is 2.25%. Clients also pay other fees, including embedded product fees, custodian fees, and SEC fees. The wrap fee may vary depending on several factors and is generally determined at the time of initial investment. Wrap fee accounts are no longer available to new clients.
Areas of Practice
Advisor Information
Office location
Dallas, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cory is a managing partner at Soundwatch Capital, LLC, a registered investment advisor, dedicating about 10-20% of his time. Cory is also a managing partner at Apexium Insurance Services LP, an insurance agency, spending about 10-20% of his time there as well.