United Advisors America
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Overview
United Advisors America operates as an advisory company based in Prosper, Texas. United Advisors America administers $193.7 million in total assets over 1,893 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 27 financial advisors. United Advisors America is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like bonds, equities and options.
United Advisors America manages most of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without needing client permission. The firm also has 126 non-discretionary accounts totaling $13.8 million in AUM. The firm supervises about $102,309 in assets for every client account. The typical advisor at United Advisors America manages about 70 client accounts, placing it towards the middle in terms of personalization.
The company's headquarters is at 290 S Preston Road, Prosper, Texas 75078. The firm is permitted to provide services to clients across 24 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
United Advisors America by the Numbers
$193.7 million
28
1,893
$102.3 thousand
Products and Services
United Advisors America offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the past financial year, the company provided financial planning services to 1-10 of its clients. The firm does not sell products or offer services other than investment advice to its investment advisory accounts. The firm is affiliated with a number of other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically depend on which services the firm provides the client. Fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
United Advisors America works with retail investors and high net worth investors. Out of its 1,893 customers, United Advisors America's largest client type by number of accounts is retail investors, though it also manages money for 58 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 3.93%
- Other Individuals - 96.07%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
United Advisors America does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at United Advisors America
Bloomington, MN
Prosper, TX
St. Paul, MN
Prosper, TX
Atlanta, GA
Kansas City, MO
Prosper, TX
Bradenton, FL
Prosper, TX
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