United Capital Financial Advisors
Assets Under Management
$17.2B
Number of Clients
22,832
Number of Advisors
145
Average Client AUM
$754K
AUM per Advisor
$118.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
United Capital provides financial planning and investment management services to a wide range of clients. They work with clients to understand their risk tolerance, investment objectives, and preferences to determine an appropriate asset allocation and portfolio construction. Wrap fee pricing is available to legacy clients only.
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
Location
125 E John Carpenter Frwy, Suite 1300, Irving, TX, 75062