Ulivi Wealth Management offers investment management services and financial consulting to individuals, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. Ulivi helps clients with investment management, financial goal setting, problem identification, cash flow, tax, insurance, education, retirement, and estate planning. Ulivi may recommend mutual funds, exchange traded funds, equities, bonds, and treasuries.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fee schedule is for discretionary accounts. Non-discretionary accounts have a lower fee schedule: First $1,000,000: 1.0% per year; Next $1,000,001 to $3,000,000: 0.80% per year; Next $3,000,001 to $5,000,000: 0.70% per year; Next $5,000,001 to $10,000,000: 0.60% per year; Next $10,000,001 to $25,000,000: 0.50% per year; Over $25,000,001: 0.40% per year. Assets held elsewhere are subject to an additional .10% per year fee, or $100 per month, whichever is larger. The fee schedule is negotiable or may be waived at our discretion.