Uniwealth Advisors, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$320M
Clients11
Advisors1
Avg. per Client$29M
Avg. per Advisor$320M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm