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.
1707 Langhorne Newtown Rd, Suite 130, Langhorne, PA, 19047
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Learn about disclosures →Brian is a licensed insurance agent for life, health, and annuity products with United Capital Risk Management. He may receive compensation from insurance companies for selling insurance products.