How does the advisor help clients – Key Takeaways:
UNITED GLOBAL FUNDS GP, LLC is a well-respected financial advisory firm that specializes in providing comprehensive financial services to clients. With a team of experienced financial experts, the firm is committed to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2008, UNITED GLOBAL FUNDS GP, LLC has over 10 years of experience in the financial services industry. The firm currently manages over $500 million in assets and has a team of 20 advisors working with clients to develop personalized financial plans.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 10 years |
Financial Services Offered
UNITED GLOBAL FUNDS GP, LLC offers a wide range of financial services to meet the diverse needs of their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
The firm caters to a variety of clients, including high net worth individuals, families, and small businesses. Regardless of their client’s financial situation, the advisors at UNITED GLOBAL FUNDS GP, LLC are dedicated to providing personalized and tailored financial solutions to help them achieve their goals.
Fees & Compensation
As a fee-only financial advisor, UNITED GLOBAL FUNDS GP, LLC does not earn commissions from the products they recommend. Instead, they charge a percentage of the assets under management as their fee, ensuring that their interests are aligned with their clients’ best interests.
Background
The team at UNITED GLOBAL FUNDS GP, LLC is comprised of highly experienced and knowledgeable financial experts. With diverse backgrounds and extensive expertise in various areas of finance, the advisors are well-equipped to provide comprehensive financial solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, UNITED GLOBAL FUNDS GP, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This means they must disclose any potential conflicts of interest and make recommendations that are in the best interest of their clients, not their own.