Richard Lynn Follett

ChFC

United Advisors America

17 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Advisors America

Compensation

Fee-Only (AUM)

Firm Size

22 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$202K average

Assets Under Management

$353.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

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%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Richard is an insurance agent for Alliance America Corporation, a life and health insurance agency. He is also Senior Vice President at UF Resources Corporation.