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About United Capital Financial Advisors
United Capital Financial Advisors is a leading financial advisory firm that provides personalized guidance and expert advice to help clients achieve their financial goals.
How Does the Advisor Help Clients? – Key Takeaways:
- Customized financial planning and investment management services
- Expertise in various financial areas such as retirement planning, tax planning, and estate planning
- Focus on long-term goals and risk management
- Dedicated team approach for comprehensive financial solutions
- Innovative technology for easy access and transparency
Facts and Insights
United Capital Financial Advisors has established itself as a top-rated financial advisory firm with a track record of success and client satisfaction. Here are some key facts and insights about the firm:
| Assets Under Management | $25 billion |
|---|---|
| Number of Advisors | Over 300 |
| Time in Business | Founded in 2005 |
Financial Services Offered
United Capital Financial Advisors offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Retirement planning
- Tax planning
- Investment management
- Estate planning
- Debt management
- Insurance and risk management
- Education and college planning
- Business and succession planning
Client Types
United Capital Financial Advisors serves a diverse range of clients, including individuals, families, and business owners. The firm has expertise in working with high-net-worth individuals, but also offers services for clients of all income and asset levels.
Fees & Compensation
United Capital Financial Advisors operates on a fee-based compensation structure, which means that the firm receives compensation based on a percentage of a client’s assets under management. This aligns the firm’s interests with those of their clients, as it encourages them to grow their clients’ assets in order to increase their own compensation. The firm fully discloses all fees and charges to their clients.
Background
United Capital Financial Advisors was founded in 2005 and is based in Newport Beach, California. The firm is led by a team of experienced and credentialed financial advisors and has grown significantly over the years, with offices located throughout the United States. The firm has consistently been recognized as one of the top financial advisory firms in the country and continues to maintain a strong reputation for their personalized approach and comprehensive financial solutions.
Financial Advisor Disclosures to Know
United Capital Financial Advisors is regulated by the Securities and Exchange Commission (SEC) and is a registered investment advisor. This means that the firm has a fiduciary duty to act in the best interest of their clients at all times. The firm also has a clean disciplinary history with no regulatory actions, lawsuits, or other disclosures on their record.