Unison Advisors manages investment portfolios for long-term investors. Unison's approach is based on the belief that valuation is the main driver of risk-adjusted returns. Unison invests across various asset classes, including stocks, bonds, currencies, commodities, and real assets. Unison does not tailor advice to individual client needs and may refuse to manage accounts with significant restrictions.
Assets Under Management$1.8B
Clients98
Advisors1
Avg. per Client$18M
Avg. per Advisor$1.8B
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.55% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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