United Advisors America

United Advisors America is a registered investment advisor established in 2008 and wholly owned by Follett Financial Holdings, LLC. The firm specializes in providing investment management services to individuals, especially those near retirement, and pension and profit-sharing plans. Clients can opt for discretionary or non-discretionary investment management services tailored to their goals and risk tolerances. The firm manages assets totaling $353,695,420 as of December 31, 2024, across discretionary and non-discretionary accounts. Fees are charged annually based on a percentage of assets under management, with rates ranging from 0.5% to 1.0%. UAA may waive fees for certain relationships. The firm follows Modern Portfolio Theory for investment strategies, emphasizing diversification and a long-term horizon. Clients have the option to invest in exchange-traded funds, mutual funds, and digital currencies. UAA does not charge performance-based fees and serves individuals, high net worth individuals, trusts, estates, and pension plans. New clients are subject to a minimum investment requirement of $50,000 per household since April 1, 2024. The firm acts as a fiduciary and does not receive compensation for client referrals. Clients have the choice of discretionary or non-discretionary services, with UAA observing clients' investment objectives and restrictions when exercising discretionary authority. The firm does not vote on client securities and has no financial commitments that impair its ability to meet client obligations.