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.
1450 Lake Robbins Dr, Ste 400, The Woodlands, TX, 77380
Get directionsAngela is a co-owner and bookkeeper for Sanders Electrical Services, spending minimal time on this. She also owns a single-family home rental property, dedicating minimal time to it as well.