Unify Wealth Management provides personalized financial planning and investment management services to individuals and businesses. The firm uses Wealth Management Nebraska as a third-party portfolio manager, primarily utilizing no-load mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds. Unify Wealth Management does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$55M
Clients243
Advisors2
Avg. per Client$220K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Investment advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...