900 East Paris Avenue, Suite 100, Grand Rapids, MI 49546 | 616.559.45551131 West Superior Street, Wayland, MI 49348 | 269.792.0362Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. United Bank Bank and United Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name United Wealth Management, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of United Bank or United Wealth Management. The United Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, FL, GA, IL, IN, ME, MI, MO, OH, OR, VA, and WA. Securities and insurance offered through LPL or its affiliates are:
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.
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
Preparing for initial meeting
Gather financial statements and start a list of your current and future financial goals.
As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
Education and tools
A few simple resources, like market information and calculators, can make managing your money so much easier.