Udine Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, and estates. UWM provides continuous, active discretionary management of client investment portfolios. UWM has developed a client service model that includes discovery, implementation, and monitoring components. UWM typically invests client assets into a custom model portfolio, tailored to the client’s specific investment profile. Portfolios are typically constructed from individual equities, exchange traded funds, fixed-income instruments and any other security deemed appropriate by UWM.
Fee Structure
Udine Wealth Management's fee for investment advisory services varies depending on the amount of assets managed. Fees range from 0.50% to 2.00% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Investment advisory fees are calculated each trading day by the Custodian and paid daily to the Advisor.