United Advisors America
SEC RegisteredAbout the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Leadership
Office locations
Advisors at this firm
23 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to and including $1,500,000 | 1.00% |
| $1,500,001 up to and including $2,500,000 | 0.80% |
| Over $2,500,001 | 0.60% |
Data as of August 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. United Advisors America has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched