Urban Financial Advisory Corporation (UFAC) is an independent financial planning and investment advisory firm. UFAC typically begins working with clients by providing financial planning services, gathering financial information, and discussing goals and objectives. UFAC creates personalized financial projections and suggests an investment policy. If clients decide to utilize UFAC for investment advisory services, UFAC provides an investment policy statement and an investment advisory contract. UFAC manages investment portfolios and provides quarterly performance reports.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.40% |
| $3.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Certain clients may have negotiated a reduction to the published fees based upon the qualitative nature of the relationship. Some clients with older investment advisory contracts have lower rates and fees.