Uniplan Financial Investments offers financial planning and consulting services. Uniplan does not manage client money directly, but refers clients to third-party money managers, receiving a portion of their advisory fees. Financial planning covers areas like retirement, taxes, insurance, and estate planning. The firm's president is also an independent insurance agent.
Fee Structure
Uniplan Financial Investments does not directly manage investments. Instead, they connect clients with third-party money managers. Uniplan receives a portion of the fees you pay to these managers as a referral fee. You will not pay any additional fees to the third-party manager because of this arrangement. Here are the maximum annual fees charged by Flexible Plan Investments, one of the third-party managers Uniplan uses:
All Accounts except Flexible Fee Schedule and Group Retirement Plan Accounts
- Up to $500,000: 2.00%
- $500,001 - $999,999: 1.50%
- $1,000,000 and up: 1.00%
Flexible Fee Schedule Accounts
- Up to $500,000: 2.60%
- $500,001 - $999,999: 2.35%
- $1,000,000 and up: 2.10%
Group Retirement Plan Accounts – The Flex Plan and Strategic Advantage 401k
- All sizes: 1.75%