United Advisors Investment Management (UAIM) offers investment advisory services through a partnership with Envestnet. UAIM provides clients with access to managed portfolios through individually managed accounts, utilizing third-party investment managers and portfolio strategists. UAIM works with clients to determine their investment needs and objectives, develop asset allocation strategies, and monitor manager performance. UAIM does not have custody of client assets.
Fee Structure
UAIM offers investment management through several programs, with fees calculated as a percentage of your portfolio's value at the end of each quarter. The fees vary depending on the program you choose and the amount you invest. The programs include:
- Separately Managed Accounts (SMA) Program: Fees vary based on the type of account (equity, balanced, or fixed income).
- Mutual Fund and ETF Strategist Program: Fees are based on the amount invested.
- Advisor as Portfolio Manager Program: Fees vary depending on whether transaction fees apply.
The fees may be negotiable in some cases, with approval from the Manager, Envestnet, and UAIM.