Compare Our Plans

Get more great features with simple pricing plans

Account Balance


Everything you need to start your plan.

Self Service

Let us manage your money for you.

Full Service

We do the work. You live your dreams.


Fees calculated based on account balance

Always free 0.50% ~0.80% Details

First $500,000 0.80%

Next $1,000,000 0.75%

Next $2,000,000 0.65%

Next $6,500,000 0.55%

$10,000,000+ 0.45%

Account Minimums None $10,000 $300,000
Financial Plan Path 2 Path 2 Path 2
Social Security Advice Path 2 Path 2 Path 2
Investment Management Path 2 Path 2
United Income Paycheck Path 2 Path 2
Technical Support Path 2 Path 2
Personal Financial Advisor Path 2
Personal Retirement Transition Concierge Path 2
Personal Retirement Financial Concierge Path 2

Note: Clients may also incur a nominal 8 basis points charge for the availability to access an in-person advisor. Qualifying clients can opt out of this feature by sending written notice to United Income.

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Frequently Asked Questions

Are there fees for withdrawals or deposits?

There are no fees for withdrawals or deposits. Our pricing is straight-forward and transparent; we don’t believe in nickel-and-diming our members with little add-ons just to boost our bottom line.

Can I cancel at any time?

Your United Income account is just that: your account. It is your money and your assets, and you can withdraw your funds at any time. That said, we pride ourselves on taking care of our members and would welcome the opportunity to address any concerns you have before you cancel.

What if I have over $10 million in my account?

We offer additional pricing options for those members who transfer more than $10 million into United Income. Please contact our Member Services team for details about how we can best serve you.

What if I don’t want an advisor?

United Income offers different service tiers for different needs. Don’t need an advisor? That’s fine! As a Self Service member, you have access to the entire United Income application. You build your financial plan and United Income manages your money for you so you can focus on living your dreams instead of micro-managing your money.

Is there a fee for a $0 balance?

There is no fee associated with our Free tier. If you upgrade to a higher service tier and then withdraw your account down to zero you will be converted back to our Free tier until additional funds are added to United Income. You will be responsible for any fees still outstanding before your balance reaches zero.

Need Help?

Phone Support 202 539 1039