Unique Financial Advisors offers financial planning and investment management services. Financial planning covers cash flow, college funding, retirement, tax strategies, risk management, investment analysis, business planning, employee benefits, and estate planning. Investment management is tailored to individual client needs and objectives. Unique Financial Advisors primarily uses passive investment management strategies.
Assets Under Management$74M
Clients49
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Annual advisory fees are negotiable for accounts $5,000,000 and above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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