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
Platteville, WI
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
Daniel is a full-time insurance agent for Alliance America since 2015, selling life and health insurance. He is also a partner in two real estate holding LLCs and co-owns a rental house, spending minimal time on management and landlord duties for these ventures.