Uas Asset Management

Fee-Only (% of Portfolio)

UAS Asset Management provides investment management services primarily through separately managed accounts. United American Securities manages client portfolios by investing in stocks, bonds, mutual funds, exchange-traded funds, and other vehicles based on individual investment policies. The firm primarily operates on a discretionary basis, making trades without prior client approval, though non-discretionary arrangements are also available. United American Securities focuses on established companies with strong fundamentals and utilizes a concentrated strategy holding fewer positions. In addition to individual accounts, United American Securities manages a private investment partnership. The firm tailors its services to each client's objectives and risk profile while maintaining a long-term investment horizon.

Assets Under Management$490M
Clients361
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.25%
$2.5M - $5.0M1.00%
$5M+0.75%

Actual fees may vary based on account size, complexity, and legacy agreements. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Advisors at this firm