United Wealth Management, LLC

Financial Advisor in Charlottesville, VA

Firm Info
Address: 818 Village Rd, Charlottesville, VA 22903, USA
Phone: (434) 923-8112

Firm Size
Assets Under Management: $205.1 million
# of Advisors: 2
# of Clients: 326
Client to Advisor Ratio: 163:1
Average Account Size: $629,138
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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United Wealth Management, LLC Overview

United Wealth Management, LLC is a fee-only registered investment advisory firm headquartered in Charlottesville, VA. The firm has been in business since 2020 and is exclusively focused on providing investment advice to both individuals and small businesses. As a fee-only firm, United Wealth Management charges clients only for the services they provide, creating a transparent and unbiased approach to financial planning. The firm's services include financial planning and portfolio management. Their financial planning services help clients develop a comprehensive plan to achieve their financial goals, including retirement planning, risk management, estate planning, and college planning. In addition, United Wealth Management provides portfolio management services that are tailored to each client's specific investment objectives. At United Wealth Management, their goal is to help clients achieve long-term financial success by providing sound investment advice and planning. The firm's investment philosophy is based on a disciplined approach to investing that focuses on diversification, risk management, and active portfolio management. Their team of experienced advisors strives to provide personalized service to each client, ensuring that they have the best possible chance of reaching their financial goals.

UNITED WEALTH MANAGEMENT, LLC is dedicated to serving a diverse range of clients, ranging from individuals to high net worth individuals. With their expertise in wealth management, they have created unique and tailored solutions to meet the needs of each individual client. Their services are aimed at providing guidance, education, and transparency to those who seek to improve their financial status. When it comes to fee structures, UNITED WEALTH MANAGEMENT, LLC understands that different clients have varying needs. As such, they offer flexible fee structures based on the type of service provided. One of their most popular fee structures is the percentage of AUM, which refers to the percentage of assets under management that the firm charges as their fee. They also offer hourly fees for clients who need more specific services and support, and fixed fees for those who require a one-time consultation or project completion. UNITED WEALTH MANAGEMENT, LLC never wants their clients to feel financially burdened by their services and is committed to finding the most practical payment option for each client.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for United Wealth Management, LLC does not mention an investment minimum.

How This Office Can Help Charlottesville, VA Residents

United Wealth Management, LLC provides comprehensive financial planning, investment management, and advisory services to clients in Charlottesville, VA. Whether you are just starting out in your career, planning for retirement, or looking to manage your wealth, their team of experienced financial advisors can help. For those living in Charlottesville, VA, the team at United Wealth Management, LLC understands the unique financial challenges they may face. With the cost of living in the area being higher than the national average, it can be difficult to save for retirement or manage debt. Additionally, many residents in Charlottesville work in industries such as education, healthcare, and public administration, which can have different retirement plans and benefits. United Wealth Management, LLC works with clients to develop personalized financial plans that take into account these factors, as well as their individual goals and risk tolerance. From investment management to income planning and tax efficiency strategies, their team is committed to helping clients achieve financial success and security.

To view the Minimum Investment and Fee Schedule for United Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by United Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by United Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 818 Village Rd, Charlottesville, VA 22903, USA
Phone (434) 923-8112
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

United Wealth Management, LLC is registered to service clients in the following states:

  • Alabama
  • California
  • Colorado
  • Florida
  • Illinois
  • Kansas
  • Maryland
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

United Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.