Overview

Headquarters
Scottsdale, AZ
Total Firm Assets
$12.8 billion
Average High-Net-Worth Client Portfolio Size
$1.1 million
Stated Minimum Account Size
$10,000

Fee Disclosure

Source: UNITED PLANNERS FINANCIAL SERVICES FORM ADV PART 2A - 8.23.2024 (2026-03-30) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 3.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $30,000 3.00%
$5 million $150,000 3.00%
$10 million $300,000 3.00%
$50 million $1,500,000 3.00%
$100 million $3,000,000 3.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
43.58%
Number of High-Net-Worth Clients
4,880
Total Client Accounts
47,883
Discretionary Accounts
1,162
Non-Discretionary Accounts
46,721

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
20804
  • UNITED PLANNERS FINANCIAL SERVICES FORM ADV PART 2A - 8.23.2024 (2026-03-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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