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
8051 N Denver Ave., #1203, Kansas City, MO, 64119
Get directionsRegulatory History (1)
Criminal
June 2001Other Business ActivitiesSells Insurance
Brian is an insurance agent for Alliance America Corporation, offering life and health insurance and fixed annuities.