Union Capital Management (UCM) offers investment management services. UCM primarily manages income and dividend-producing portfolios. Clients decide the amount of assets managed and the investment style. Clients can impose investment restrictions at any time. UCM does not solicit clients.
Assets Under Management$64M
Clients49
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$64M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for assets over $3,000,000. Accounts established prior to January 1, 2021, are charged 1% of assets under management. For accounts established after that date with assets of $1,000,000 and under, the fees are: 0.50% for fixed income accounts, 0.80% for balanced accounts, and 1.00% for stock accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...