Unio Capital provides investment management services, primarily through a private fund and separately managed accounts. The firm uses a concentrated, fundamental, long-term investment approach, focusing on in-depth research and understanding of business economics. Unio Capital does not provide financial planning services, and clients are responsible for determining if the firm's investment strategy aligns with their needs.
Assets Under Management$320M
Clients105
AdvisorsN/A
Avg. per Client$3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.25% |
Fee of 1.50% applies to managed accounts below $500,000. The Adviser may reduce the $500,000 minimum at its sole discretion. The Adviser may modify or waive the basic management fee for each Managed Account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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