Ross Udine is a registered investment advisor at Udine Wealth Management INC., based in Palm Beach Gardens, FL. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 338 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Udine Wealth Management's fee for investment advisory services varies depending on the amount of assets managed. Fees range from 0.50% to 2.00% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Investment advisory fees are calculated each trading day by the Custodian and paid daily to the Advisor.
Location
Palm Beach Gardens, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Udine Wealth Management INC.
State Registrations1 state
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