United Success LLC provides ongoing portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. The firm also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. United Success LLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$52M
Clients54
Advisors1
Avg. per Client$960K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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