Universe, Inc. offers investment management where they can buy and sell securities without asking you first. They also provide one-on-one advice on investments and other financial matters. Universe, Inc. works with individuals, pension plans, corporations, and other business entities. They consider your risk tolerance, financial situation, and goals to create a custom investment portfolio.
Assets Under Management$28M
Clients119
Advisors1
Avg. per Client$240K
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $300K | 0.75% |
| $300K - $600K | 0.50% |
| $600K - $1.0M | 0.25% |
| $1M+ | 0.15% |
Fees are generally not negotiable, but clients experiencing hardship or special circumstances may be eligible for a discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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