United Capital Management of Kansas provides investment management, consulting, estate planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm builds customized investment portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, taking an active approach to portfolio design. In addition to managing accounts directly held at qualified custodians, United Capital Management of Kansas offers held-away asset management for accounts like retirement plans and health savings accounts. The firm also manages a private fund and provides fiduciary consulting services to retirement plan sponsors. Clients can work with advisors on a discretionary or non-discretionary basis. United Capital Management of Kansas operates through multiple locations across Kansas, Nebraska, and Tennessee, and maintains affiliations with related entities offering insurance, tax preparation, and trust services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.75% to 2% annually, billed monthly in advance. Fees are negotiable based on account size, portfolio complexity, and other factors. The firm's standard agreement lists a maximum fee of 2.5%.