Uhler Vertich White Advisors (UVWA) offers wealth management services tailored to clients' needs and objectives. UVWA manages accounts on a discretionary or non-discretionary basis. UVWA also offers a financial plan as part of its wealth management services. UVWA participates in Raymond James Financial Services' IMPAC and Ambassador programs, which provide investment advice and monitoring of securities holdings.
Assets Under Management$470M
Clients303
Advisors6
Avg. per Client$1.5M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for the IMPAC and Ambassador programs. All fees are subject to negotiation. UVWA typically requires compensation of at least $10,000 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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