How does the advisor help clients – Key Takeaways:
As one of the leading financial services firms in the industry, United Brokerage Services Inc. prides itself on providing expert financial advice to its clients. With a team of experienced and knowledgeable advisors, the firm aims to help clients achieve their financial goals through personalized planning and strategic investment strategies.
Facts and Insights
Here are some key facts and insights about United Brokerage Services Inc:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $20 billion | 500+ | 20+ years |
With over $20 billion in assets under management, the firm has a strong track record of providing successful financial management for its clients. United Brokerage Services Inc. also boasts a large team of over 500 advisors, each with unique expertise and experience. The firm has been in business for over 20 years, establishing itself as a trusted and reliable source for financial guidance.
Financial Services Offered
United Brokerage Services Inc. offers a wide range of financial services to cater to the diverse needs and goals of its clients. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
- And more
Client Types
The firm serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- And more
Fees & Compensation
United Brokerage Services Inc. operates on a fee-based compensation structure, which means the firm charges a percentage of the assets it manages as its fee. This ensures that the firm’s interests are aligned with its clients’ interests, as the firm only profits when the clients’ assets grow in value.
Background
Established in 1998, United Brokerage Services Inc. has grown to become one of the most reputable financial services firms in the industry. The firm is headquartered in New York City and has a nationwide presence, serving clients in all 50 states.
Financial Advisor Disclosures to Know
As with all financial services firms, it is important for clients to be aware of any potential conflicts of interest or disclosures of the firm and its advisors. At United Brokerage Services Inc., transparency and ethical practices are top priorities. Clients can access the firm’s Form ADV on the Securities and Exchange Commission’s website for a full disclosure of the firm’s services, fees, and potential conflicts of interest.