Uniplan Investment Counsel (UIC) offers investment advisory services, including portfolio management, to various clients, including high-net-worth individuals and institutions. UIC participates in wrap programs and UMA programs sponsored by brokerage firms. UIC also offers specialized portfolio-building tools, including socially responsible investing and strategic/tactical portfolio overlays. UIC may utilize research from an affiliated entity, Uniplan Consulting, LLC. UIC partners with Green Alpha Investments to offer the Next Economy Income fixed income investment option.
Fee Structure
Uniplan Investment Counsel's fees are based on a percentage of the value of your portfolio. The percentage rate stays the same regardless of any subsequent amounts added to or subtracted from the account. Here's a breakdown of the annual fees for different investment types:
- Real Estate Investment Trusts (REITs) and Real Estate Operating Companies (REOCs): 0.75% for accounts of $5,000,000 or less, 0.50% for accounts greater than $5,000,000.
- Small Cap Strategies: 1%
- Micro Cap Strategies: 1%
- Equity Income Strategies: 0.75% for accounts of $500,000 or less, 0.50% for accounts greater than $500,000.
- Fixed Income Strategies: 0.50% for accounts of $5,000,000 or less, 0.35% for accounts greater than $5,000,000.
- Managers Strategy: 1%
Uniplan also partners with Green Alpha Investments to offer the Next Economy Income strategy. Fees for this strategy are: 0.30% for accounts between $500,000 and $5,000,000, 0.25% for accounts between $5,000,000 and $10,000,000, and 0.20% for accounts over $10,000,000.