United Advisors America
Assets Under Management
$353.7M
Number of Clients
1,751
Number of Advisors
22
Average Client AUM
$202K
AUM per Advisor
$16.1M
Compensation
Fee-Only (AUM)
About This Firm
United Advisors America (UAA) provides continuous investment advice and recommends investments based on individual client needs, especially for those at or near retirement age, and pension/profit-sharing plans. UAA offers customized investment programs with discretionary or non-discretionary investment management services. Complimentary financial planning services are available upon request.
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
Location
290 S Preston Road, Suite 220, Prosper, TX, 75078