How does the advisor help clients – Key Takeaways:
UAS ASSET MANAGEMENT is dedicated to helping clients achieve their financial goals through personalized, comprehensive financial planning and asset management services. Their team of experienced financial experts provides their clients with the tools, resources, and guidance they need to make informed financial decisions and build wealth for the long term.
Facts and Insights
UAS ASSET MANAGEMENT has been in business for over 20 years, serving clients across the United States. They currently manage over $1 billion in assets and have a team of 50 financial advisors, each with an average of 15 years of experience in the industry. Their client retention rate is 95%, proving their dedication to building long-lasting relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 20+ years |
Financial Services Offered
UAS ASSET MANAGEMENT provides a range of financial services to meet the diverse needs of their clients. They offer personalized financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning. By taking a holistic approach to financial management, they ensure that all aspects of their clients’ financial well-being are addressed.
Client Types
UAS ASSET MANAGEMENT works with a wide range of clients, including high-net-worth individuals, families, and small business owners. They also work with clients in various stages of their financial journey, from those just starting to build their wealth to those planning for retirement or managing a large portfolio. Their services are tailored to each client’s unique financial goals and needs.
Fees & Compensation
UAS ASSET MANAGEMENT is committed to transparency when it comes to their fees and compensation structure. They offer fee-based services, meaning their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and they only succeed when their clients succeed.
Background
UAS ASSET MANAGEMENT was founded over 20 years ago by a team of experienced financial professionals with a passion for helping individuals and families achieve financial success. They have built a strong reputation in the industry for their personalized approach to financial management and their commitment to always putting their clients’ needs first.
Financial Advisor Disclosures to Know
As a registered investment advisor, UAS ASSET MANAGEMENT is required to disclose any potential conflicts of interest to their clients. Their advisors are also registered with the Securities and Exchange Commission (SEC) and are held to the fiduciary standard, meaning they are legally bound to act in their clients’ best interests at all times.