United Brokerage Services offers a variety of investment advisory programs for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. Operating in partnership with clearing firm Wells Fargo Clearing Services, United Brokerage Services provides access to wrap fee programs such as Asset Advisor, Personalized Unified Managed Account, CustomChoice, Fund Source, and Private Advisor Network. Through these platforms, the firm helps clients construct portfolios, select third-party managers, and manage assets using strategic or tactical asset allocation models involving mutual funds, exchange-traded funds, and individual securities. United Brokerage Services tailors its advice to each client's specific investment objectives, risk tolerance, time horizon, and tax considerations. All accounts are managed on a non-discretionary basis, meaning clients retain final authority over investment decisions, though certain third-party managers selected through the Private Advisor Network may have discretionary authority over their respective strategies.
Fee Structure
United Brokerage Services charges advisory fees that are typically calculated as a percentage of the value of your portfolio. Fees are billed quarterly in advance and are based on the quarter-end market value of your investments. Fees are negotiable depending on the services provided, portfolio complexity, and account size. The standard fee schedules follow the terms outlined in the Wells Fargo wrap fee brochure.