Stephanie Kimak is a registered investment advisor at Unify Wealth Management LLC, based in Fort Collins, CO, with 10 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 243 clients with $55M 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Investment advisory fees are negotiable.
Fee Estimator
Location
185 N College Avenue, 2nd Floor, Fort Collins, CO, 80524
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephanie is employed as an accountant and shareholder at Unify CPAs, dedicating nearly full-time hours to this role. She is also a member of Unify LLC, providing payroll services, and spends about 10-20% of her time on its operations, and a member in two non-investment related companies holding rental commercial and residential property, spending minimal time on this activity.
Employment History
Current Registrations
Unify Wealth Management LLC
State Registrations1 state
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