Overview
- Headquarters
- Prosper, TX
- Total Firm Assets
- $447 million
- Average High-Net-Worth Client Portfolio Size
- $1.7 million
- Stated Minimum Account Size
- $50,000
Fee Disclosure
Source: FORM ADV PART 2A JUNE 2025 (2025-06-30)
· View brochure text
Latest filing: UAA FORM ADV PART 2A 2026 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,500,000 | 1.00% |
| $1,500,001 | $2,500,000 | 0.80% |
| $2,500,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $38,000 | 0.76% |
| $10 million | $68,000 | 0.68% |
| $50 million | $308,000 | 0.62% |
| $100 million | $608,000 | 0.61% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 21.09%
- Number of High-Net-Worth Clients
- 57
- Total Client Accounts
- 2,809
- Discretionary Accounts
- 2,717
- Non-Discretionary Accounts
- 92
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 147350
- UAA FORM ADV PART 2A 2026 (2026-03-31) · View brochure text
- FORM ADV PART 2A JUNE 2025 (2025-06-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗