United Brokerage Services Inc
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Overview
United Brokerage Services Inc operates as a financial advisor firm headquartered in Parkersburg, West Virginia. It has $229.4 million in assets over 953 client accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). It has an average-sized group, including 47 financial advisors. United Brokerage Services Inc does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, bonds and equities.
United Brokerage Services Inc administers zero of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions for the client's account are made by a portfolio manager without requiring client authorization. It also manages 953 non-discretionary accounts totaling $229.4 million in AUM. The advisory firm's typical account size is $240,765. An average advisor at United Brokerage Services Inc oversees around 20 client accounts, making it one of the more personalized firms in the country.
The firm's main office is at 514 Market Street, Parkersburg, West Virginia 26101. United Brokerage Services Inc is legally allowed to provide services to clients across 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
United Brokerage Services Inc by the Numbers
$229.4 million
100
953
$240.8 thousand
Products and Services
United Brokerage Services Inc provides multiple services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. However, the firm did not provide any of its customers with financial planning services in the prior financial year. United Brokerage Services Inc is involved in selling products or offering services apart from investment advisory services to its customers. The firm is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution and insurance company or agency.
Core Advisor Services
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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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Offered by 20% of firms
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 largely are based on which services the firm provides the client. However, fees charged by United Brokerage Services Inc typically consist of the following fee structure: asset-based. The company participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
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
The firm works with retail investors. Out of its 953 customers, United Brokerage Services Inc's largest client type is retail investors. None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- 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 Brokerage Services Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at United Brokerage Services Inc
Wheeling, WV
Dunbar, WV
Inwood, WV
Uniontown, PA
Mc Lean, VA
Hagerstown, MD
Greer, SC
Weyers Cave, VA
Clover, SC
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