United Capital Financial Advisors offers comprehensive investment management and financial planning services to individuals, families, and institutional clients. United Capital Financial Advisors works with clients to understand their risk tolerance and goals, building personalized portfolios using mutual funds, exchange-traded funds, individual securities, and alternative investments. In addition to portfolio management, United Capital Financial Advisors provides financial planning covering retirement, estate planning, cash flow, and insurance needs. Clients can also access specialized services such as alternative investments, 1031 exchanges, and variable annuity allocation. United Capital Financial Advisors operates nationally with a network of regional offices and acts as a fiduciary when providing investment advice to client accounts.
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 and may vary based on portfolio size, services, and custodian. Minimums and fee schedules can be modified at United Capital Financial Advisors' discretion.