About

1 UNION MANAGEMENT, LLC is a financial management company that has been in business for over 10 years and has a team of experienced advisors with a wide range of expertise. They offer personalized financial guidance and a variety of services, such as investment management, tax planning, and estate planning, to individuals, families, and businesses. Their team stays up to date with industry trends and regulations in order to provide clients with the best financial advice. They operate with transparency and ethical behavior, and their fees are based on a percentage of assets under management, incentivizing them to help their clients grow their assets. They also may charge a one-time or hourly fee for specific financial planning services. Clients can trust in 1 UNION MANAGEMENT, LLC's strict ethical standards and access any potential conflicts of interest or disciplinary actions through the SEC and FINRA websites.

The company is dedicated to building strong relationships with their clients and helping them achieve their financial goals. They are committed to transparency and aligning their fees with their clients' best interests. Through their years of experience and continuous education, 1 UNION MANAGEMENT, LLC strives to provide expert financial services and guidance to their clients. With a team of highly educated professionals, clients can trust in their abilities and rely on their sound financial advice and services.

Key Takeaways

1 UNION MANAGEMENT, LLC is a financial management company dedicated to providing expert services to clients. They offer a range of financial services and work with various types of clients, while prioritizing transparency and ethical behavior. Facts and Insights 1 UNION MANAGEMENT, LLC has been in business for over 10 years and has a team of experienced financial advisors with various areas of expertise. The company prides itself on staying up to date with industry trends and regulations, in order to best serve their clients and provide sound financial advice. Their team is committed to building strong relationships with their clients, utilizing their expertise to help achieve financial goals.

Assets, Advisors & Tenure

Number Assets Under Management | $100 million+ Number of Advisors | 10+ Time in Business | 10+ years

Financial Services Offered

Investment management
Tax planning and preparation
Estate planning
Retirement planning
Insurance planning
College planning

Client Types

1 UNION MANAGEMENT, LLC serves a variety of client types, including individuals, families, and businesses. They work with clients of all income levels and strive to provide personalized financial guidance tailored to each client's unique situation.

Fees & Compensation

The fees and compensation for 1 UNION MANAGEMENT, LLC are transparent and aligned with their clients' best interests. They offer fee-based services, meaning they earn a percentage of the assets they manage for clients. This incentivizes them to grow their clients' assets, as their fees increase as the assets under management increase. In addition, they may also charge a one-time fee or hourly rate for specific financial planning services, such as creating a comprehensive financial plan.

Background

1 UNION MANAGEMENT, LLC was founded by a team of financial experts with a shared passion for helping clients achieve their financial goals. Their team is highly educated and constantly seeks opportunities to expand their knowledge and abilities in order to better serve their clients.

Disclosures

1 UNION MANAGEMENT, LLC operates in accordance with strict ethical standards and is dedicated to transparency with their clients. However, they are also required by law to disclose any potential conflicts of interest or any disciplinary actions taken against them. Clients can access this information through the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) websites.

Firm Facts

Primary Business Name: 1 UNION MANAGEMENT, LLC
Organization CRD: 282892
Legal Name: 1 UNION MANAGEMENT, LLC