| 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.
5202 Old Orchard Road, Suite 250, Skokie, IL, 60077
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Learn about disclosures →Lawrence works as an advisor for Uhlmann Investment Management LLC, providing investment advisor services. This takes a few hours per week.