Udine Wealth Management is a registered investment advisor that provides continuous, active management of investment portfolios for individuals, high net worth individuals, trusts, and estates. Udine Wealth Management builds custom model portfolios using individual stocks, exchange-traded funds, and fixed-income instruments based on each client's specific investment goals, risk tolerance, and time horizon. The firm uses fundamental analysis, technical analysis, and cyclical investing strategies to guide its investment decisions. Udine Wealth Management acts legally required to act in your best interest for all client accounts. The firm does not impose a minimum account size for its advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% to 2.00% annually depending on account complexity and asset level. Fees are calculated and paid daily.