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
900 Larkspur Landing Circle, Ste 209, Larkspur, CA, 94939
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.
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Brian is a trustee at Deborah Robinson Third Party Special Needs Trust, a non-profit, and has oversight for the entity's investments. This activity takes a few hours per week.