Financial Advisors at United Planners' Financial Services Of America A Limited Partner

United Planners' Financial Services Of America A Limited Partner

United Planners' Financial Services Of America A Limited Partner offers selection of other advisers, pension consulting services, financial planning services, portfolio management for individuals and/or small businesses and also performs business activities as broker-dealer, insurance broker or agent.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

Hourly charges

A percentage of assets under management

Commissions

Fixed fees

Hourly charges

A percentage of assets under management

Commissions

Fixed fees

Operations

Broker-dealer

Insurance broker or agent

101

Branches

581

Employees

141

Investment Advisors

581

Employees

141

Investment Advisors

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Client Types

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98.8%

24,056

Account Overview

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