Emily Imperiale is a registered investment advisor at Uniplan Investment Counsel, INC., based in Waterford, WI. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 2,483 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uniplan Investment Counsel's fees are based on a percentage of the value of your portfolio. The percentage rate stays the same regardless of any subsequent amounts added to or subtracted from the account. Here's a breakdown of the annual fees for different investment types:
- Real Estate Investment Trusts (REITs) and Real Estate Operating Companies (REOCs): 0.75% for accounts of $5,000,000 or less, 0.50% for accounts greater than $5,000,000.
- Small Cap Strategies: 1%
- Micro Cap Strategies: 1%
- Equity Income Strategies: 0.75% for accounts of $500,000 or less, 0.50% for accounts greater than $500,000.
- Fixed Income Strategies: 0.50% for accounts of $5,000,000 or less, 0.35% for accounts greater than $5,000,000.
- Managers Strategy: 1%
Uniplan also partners with Green Alpha Investments to offer the Next Economy Income strategy. Fees for this strategy are: 0.30% for accounts between $500,000 and $5,000,000, 0.25% for accounts between $5,000,000 and $10,000,000, and 0.20% for accounts over $10,000,000.
Location
Waterford, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Uniplan Investment Counsel, INC.
State Registrations1 state
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