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
1920 Mckinney Ave., Suite 700, Dallas, TX, 75201
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
Sean is a Managing Director at Apexium Insurance Services since 2016, focusing on client acquisition and sales, and at Apexium Financial LP since 2022, focusing on investment advisory and financial planning. Both roles are investment-related and each take up a full-time commitment.