| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
UIM may negotiate its fee at its sole discretion and under special circumstances. UIM may exclude certain investments from the calculation of assets under management.
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Learn about disclosures →James is a Finra Arbitrator since 2016 and the President of Uhlmann Investment Management, an SEC Registered Investment Advisor, since 2001. He spends a few hours per week on investment advisor services and minimal time during trading hours.