United Success Wealth Management provides customized investment management and comprehensive financial planning for individuals, high-net-worth clients, trusts, and business owners. The firm builds diversified portfolios using fundamental analysis, technical charting, macroeconomic research, and modern portfolio theory, with options strategies and alternative investments available for select clients. In addition to portfolio management, United Success Wealth Management creates financial plans covering budgeting, retirement, college savings, and debt management. The firm operates as a registered investment advisor with a fiduciary duty to act in clients' best interests, managing accounts on both a discretionary and non-discretionary basis through Charles Schwab as custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees are negotiable at the start of the relationship. Rates shown are maximum annual fee rates.