About Sarah
Along with health, harmonious relationships, and hope, financial well-being is the foundation of one’s happiness. Helping people have a sense of financial security based on unmatched analytics and compassion is what we do well. When we meet you for the first time, we picture you enjoying full confidence and peace in your financial matters. We are one of 1.5% of the financial advisors in the US who recuse themselves from any 3rd party compensations, commissions, and fees to avoid a conflict of interest (member of NAPFA*). We don't have a career background in sales. Our background is in teaching, actuarial work, accounting, and institutional investment management. Our clients pay relatively lower overall fees (product and advice fees) compared to the industry average. We are Fiduciary, Independent, and Fee-only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination.
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
Contact
Sarah Kang
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.
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
Sarah is a sole proprietor personal trustee, dedicating minimal time to writing checks, keeping receipts, and filing tax returns. She also maintains a small piano studio and teaches at MacPhail Center for Music, spending a few hours per week on this activity.
Employment History
Current Registrations
Uak Diversified Wealth Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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