UNFCU Advisors LLC is a registered investment advisor and a wholly owned subsidiary of the United Nations Federal Credit Union. Originally founded in 2006, the company currently provides investment management services to a single client, focusing on core fixed income strategies such as corporate and government bonds aimed at capital preservation, liquidity, and generating interest income. Due to a change in its business model, UNFCU Advisors is no longer accepting any new investment advisory clients.
Fee Structure
UNFCU Advisors charges a nominal flat annual fee to its single client for discretionary investment management services. The fee is paid in advance directly rather than being deducted from the custodial account. Because UNFCU Advisors is no longer accepting new clients, it does not publish a standard fee schedule for individual investors.