United Asset Strategies manages investment portfolios and offers comprehensive financial, retirement, estate, and college savings planning for individuals, families, and businesses. The firm builds customized portfolios tailored to each client's specific goals and risk tolerance, specializing in equity accounts, fixed-income accounts, and balanced portfolios. In addition to personal wealth management, United Asset Strategies provides retirement plan and pension consulting services for employer-sponsored retirement plans. The firm typically requires a minimum account size of $500,000 for discretionary investment management services.
Fee Structure
United Asset Strategies does not maintain a standard, published fee schedule for individual investment management services. Instead, advisory fees are established on a discretionary basis for each client relationship and are typically charged quarterly in advance as a percentage of the total value of your portfolio. The firm also offers full brokerage services within certain employer-sponsored retirement plans for a fixed annual fee of 0.25% of plan assets.