Unimar Financial Services provides investment management services to institutions and high-net-worth individuals, focusing on global portfolio management with an emphasis on fixed income securities and fixed income mutual and private funds. Unimar manages separate accounts and funds based on client objectives and risk profiles. They invest in publicly traded debt and equity securities, ETFs, mutual funds, private funds, and derivative instruments.
Assets Under Management$230M
Clients43
Advisors3
Avg. per Client$5.4M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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