United Wealth Management offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and participants in the United Airlines Pilot Retirement Account Plan. Investment advice is tailored to each client's needs. Financial planning services may include retirement, estate, and risk management planning. Clients are not obligated to implement the financial plan through United Wealth Management.
Assets Under Management$410M
Clients257
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$81M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.00% |
| $800K - $1.8M | 0.75% |
| $1.8M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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