Assets Under Management

$165.9M

Number of Clients

178

Number of Advisors

8

Average Client AUM

$932K

AUM per Advisor

$20.7M

Compensation

Fee-Only (AUM)

About This Firm

UCAP Asset Management, LLC offers tailored investment advice, discretionary or non-discretionary asset management, and financial planning as part of its overall engagement for investment management services. They may recommend sub-advisors and monitor account performance. Fees are negotiable but cannot exceed 2% annually.

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Location

1221 Brickell Avenue, Suite 2040, Miami, FL, 33131

8 Advisors at this firm

Ucap Americas | TrueAdvisor