Stacey Zwicker is a registered investment advisor at United Capital Financial Advisors, based in Honolulu, HI, with 29 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
500 Ala Moana Blvd, Ste 7400, Honolulu, HI, 96813
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Regulatory 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 →Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
Sovereign Wealth Management INC
Mbsc Securities CorporationBroker
Mbsc, LLCBroker
Alliance Capital Management L P
Sanford C. Bernstein & CO., LLCBroker
Eainvest Securities, INC.Broker
Salomon Smith Barney INC.Broker
Citicorp Securities, INC.Broker
State Registrations3 states
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