| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
UIM may negotiate its fee at its sole discretion and under special circumstances. UIM may exclude certain investments from the calculation of assets under management.
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Learn about disclosures →Michael is an advisor at Uhlmann Investment Management LLC, providing investment advisor services since 2020. This takes a few hours per week, with minimal time spent during trading hours.