Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and financial planning services. The firm primarily builds diversified portfolios using mutual funds and exchange-traded funds rather than picking individual stocks or bonds. Portfolios are customized based on each client's specific financial situation, risk tolerance, and time horizon. Uhler Vertich White Advisors requires clients to provide relevant financial information to develop comprehensive financial plans and investment policy statements. The firm also incorporates a cash-flow reserve strategy, setting aside several years of cash needs in low-volatility funds to reduce the need to sell growth investments during market downturns.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is 1.00% of assets under management. Fees are subject to negotiation, and the firm typically requires a minimum compensation of $10,000 per year.