Unlimited Timing Service (UTS) manages individual brokerage accounts, primarily for high-net-worth individuals. UTS makes investment decisions without needing client approval for each trade. Clients can choose between paying a percentage of their portfolio value or an hourly rate. UTS also offers other services like estate planning assistance, setting up gifting accounts, and reviewing assets not managed by UTS.
Assets Under Management$5.9M
Clients37
Advisors1
Avg. per Client$160K
Avg. per Advisor$5.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.50% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...