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About UNITED GLOBAL ADVISORS, LLC
UNITED GLOBAL ADVISORS, LLC is a financial advisory firm that provides expert financial advice to their clients. Founded in 2001, UNITED GLOBAL ADVISORS, LLC has been in business for over 20 years, making them a trusted and experienced partner for their clients’ financial needs. Their team of professional advisors prides themselves on offering personalized and comprehensive financial planning and management services to clients of all backgrounds and financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides expert financial advice
- Offers personalized and comprehensive financial planning and management services
- Serves clients of all backgrounds and financial goals
- Trusted and experienced partner for over 20 years
Facts and Insights:
UNITED GLOBAL ADVISORS, LLC has over $500 million in assets under management and boasts a team of 10 experienced financial advisors. Their team has a combined experience of over 100 years in the financial industry, making them knowledgeable and capable of handling a wide range of financial situations for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- And more!
Client Types:
UNITED GLOBAL ADVISORS, LLC serves a diverse range of clients, including individuals, families, and businesses of all sizes. Their services are not limited to a specific income level, making them accessible to clients from all backgrounds and financial situations.
Fees & Compensation:
UNITED GLOBAL ADVISORS, LLC operates on a fee-based compensation model, which means their fees are based on a percentage of the assets they manage for their clients. This ensures that their advisors are always working in the best interest of their clients and aligns their success with the success of their clients’ investments.
Background:
UNITED GLOBAL ADVISORS, LLC was founded by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. He recognized the need for a financial advisory firm that could provide comprehensive and personalized services to clients, and thus, UNITED GLOBAL ADVISORS, LLC was born. Alongside his team of expert advisors, John continues to lead the firm towards success and help their clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it’s important for clients to be aware of any potential conflicts of interest or disciplinary actions that may exist. UNITED GLOBAL ADVISORS, LLC has a clean and transparent record, with no disciplinary actions or conflicts of interest to report. They are committed to maintaining a high level of ethical standards and always acting in the best interest of their clients.