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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Actual fees may vary based on account size, complexity, and legacy agreements. Fees are negotiable.