AF
CFA

Andrew Donald Frey

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

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
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location
Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
United Capital Financial Advisors
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Goldman Sachs Personal Financial Management
March 2019 - December 2022 · 3 yrs 9 mos
Cutler Investment Counsel, LLC
February 2015 - December 2018 · 3 yrs 10 mos
Summit Capital Management LLC
October 2013 - January 2015 · 1 yr 3 mos
State Registrations2 states
MTWA
Advisor
Exams
No exam information available for this advisor.