United Capital Managements' Fee Structure

Many underestimate the importance of low expenses for good portfolio performance. Every dollar kept in your portfolio is more money growing in the market, and every dollar lost in expenses means potentially having to take more risks with the remainder to keep up. High fees can be a major reason so many investors don't beat the stock market. To truly help you attain your investment goals, we are committed to reasonable fees that keep our interests aligned with our clients' interests.

Our fee structure is straightforward: we charge a percentage of assets under management annually based on the size of your account(s). We are not a broker, so we do not earn commissions on trades. Basing fees on the amount of assets we manage aligns our incentives with your best interests. In other words, we do better when your portfolio does better. If you make less, we make less. For many clients, our fees have proven to be lower than what they were previously paying. United Capital Managements' fee structure is simple and based solely on assets under management, effectively aligning our incentives with our clients'.

Have questions regarding our fee structure and how we compare?

Request an information package to learn more ->