We believe that a fee-based approach aligns the firm's interests with our clients' interests. This is in contrast to a commission-based relationship that may expose clients to potential conflicts of interest, such as creating incentives to recommend one particular investment product over another.  United Advisors' fees are defined below:


Strategic Wealth Planning

Strategic wealth planning is an ongoing service that addresses your financial issues and concerns and that reflects the dynamic nature of your financial life and needs. We commence each client relationship with a planning process that results in a course that prescribes both strategic and tactical steps. Our annual fee for strategy and execution of plan recommendations include an ongoing, as-needed dialogue throughout the year.


Asset Management

We charge a fee based on total assets under management, and you pay no commissions, sales charges or transaction costs.  Our incentives are aligned with yours; we evaluate investments based solely on the extent to which we believe they may add value in a client's account.