United Advisor Group (UAG) is a registered investment advisor. UAG's independent advisors offer investment management and financial planning strategies tailored to their clients. Services may include model portfolio management, financial planning, retirement planning, and financial education. Some advisors offer family office services. UAG also provides advisory services to brokerage customers.
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.