Ujae Kang is a CFA-designated registered investment advisor at Uak Diversified Wealth Advisors, based in Minnetonka, MN, with 9 years of industry experience. Ujae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 233 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.36% |
| $25M+ | 0.32% |
Fee schedule is for clients who want evidence based, robustly optimized, low-expense diversified portfolios and have account values of $1,000,000 and over. The annual fee is negotiable based upon certain criteria. Another fee schedule exists for clients who expect UAK to actively conduct regular research on mutual funds or stocks in an effort to beat the market or benchmark.
Fee Estimator
Location
601 Carlson Parkway, Carlson Center- Suite 1050, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Uak Diversified Wealth Advisors
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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