Advisor at United Capital Financial Advisors
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Firm
United Capital Financial Advisors
Location
Honolulu, HI 96813
Credentials
Series 63, Series 65
Industry experience
29 years
Stacey Zwicker is a financial advisor with United Capital Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at United Capital Financial Advisors since 2010 and was previously with Cetera Advisor Networks LLC for one year. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.
Based on United Capital Financial Advisors
Based on United Capital Financial Advisors
Financial Planning fees can be negotiated as flat fees, ranging typically from $2,500 to $55,000 per year.
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.15% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.85%
Commissions received on insurance products and variable annuities sold through affiliated broker-dealer and insurance agencies; commissions vary by product and arrangement.
Hourly fees historically ranged from $200 to $500 per hour for Financial Planning services (prior to March 31, 2020).
Account minimum: $500,000 Fee-only: Financial Planning fees typically between $2,500 and $55,000 per year, paid quarterly in advance; fees negotiated and can be higher or lower; prior to March 31, 2020, some clients paid hourly fees between $200 and $500 per hour.
500 Ala Moana Blvd, Ste 7400
Honolulu, HI 96813
California · Hawaii · Tennessee
Cetera Advisor Networks LLC
2017 - 2018 (1 year)
United Capital Financial Advisors, Llc
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Honolulu, HI
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Series 63, Series 66
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Series 65
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CFP®, Series 63, Series 65
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CRL Advisors
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