Uniwealth Advisors provides investment advisory and asset allocation services, managing client portfolios with a mix of publicly traded stocks, exchange-traded funds, closed-end and open-end mutual funds, and debt securities. The firm tailors its services to individual client needs and accepts restrictions on certain types of securities. Basic financial planning is included free of charge as part of the investment advisory process to determine investment objectives and risk parameters. Uniwealth Advisors manages assets on both a non-discretionary and discretionary basis.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All fees are subject to negotiation.