| 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.
Mill Valley, CA
Get directionsGordon is an investment advisor at Uhlmann Investment Management LLC since 2017, splitting time between brokerage and RIA business. He is also a general partner at Transfusion Associates, LLC, and a co-founder and managing partner at OnPoint Analytics Capital Partners, dedicating nearly all of his time to the latter. Finally, Gordon is a board member at Swyft, Inc., spending a few hours per week advising the company.