Uhlmann Investment Management (UIM) offers several advisory services, including client-directed accounts, third-party managed portfolios, and advisor-managed portfolios. UIM assists clients in determining their investment objectives and recommends suitable portfolios. UIM may recommend investments such as stocks, bonds, mutual funds, and ETFs, and may also suggest alternative investments like commodity indices and real estate investment trusts. UIM shares fees with third-party managers.
Assets Under Management$270M
Clients456
Advisors13
Avg. per Client$600K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 or exclude certain investments from the fee calculation at its discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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