The role of fee-based asset management in your plan

With fee-based asset management, you pay your advisor to manage your assets and give you the best possible advice for your situation. They may also earn a commission on the products they sell you.


Is fee-based asset management for you?

Generally, you get multiple layers of professional management and oversight, access to lower cost, institutional share classes and more investment options.


Stat

With fee-based asset management, you and your advisor have aligned goals—to grow your account. When assets grow, so does compensation. When assets reduce, so does compensation.


Why United Wealth Management

You want the best advice possible for your situation and a relationship you can trust. Our advice is based on research that points to your best interest and adds the most value to you.
 
 
 
 
 
 
 
 
 
 

Real Solutions for Real Life

A woman works at her computer in a cafe.

Preparing for initial meeting

Gather financial statements and start a list of your current and future financial goals.
 
United Wealth Management Advisor

Our advisors

As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
 
Man learning and taking notes

Education and tools

A few simple resources, like market information and calculators, can make managing your money so much easier.