United Global Advisors provides portfolio management services tailored to individual clients, focusing on capital appreciation. The firm operates on a non-managing basis, meaning United Global Advisors consults with clients and obtains approval before executing any trades. Investment strategies incorporate fundamental, technical, cyclical, and quantitative analysis, utilizing long-term purchases, short-term purchases, trading, balanced strategies, and buy-and-hold approaches. United Global Advisors was founded in 2013 and is entirely owned by Doran Adhami, operating out of Beverly Hills, California.
Assets Under Management$45M
Clients72
Advisors1
Avg. per Client$630K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 1.0% to 2.0%, billed quarterly at 0.25% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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