1 Union Management, LLC

Fee-Only (% of Portfolio)

1 Union Management, LLC operates as a comprehensive life management platform tailored for sports and entertainment professionals, integrating career management, financial planning, and personal life strategies. Founded in December 2015 and based in Seattle, Washington, 1 Union Management is solely owned and managed by Michael R. Self. The firm offers portfolio advisory services, which include establishing investor goals, developing investment policies, asset allocation, investment selection, and ongoing portfolio management. Additionally, 1 Union Management provides individual financial planning services covering areas such as financial independence, major purchases, education funding, retirement planning, and insurance planning. The firm manages investment portfolios on a discretionary basis, tailoring advisory services to each client's specific risk tolerance, financial data, and objectives. Clients may also receive referrals to third-party consultants for supplementary services like tax, real estate, risk management, insurance, and legal advice.

Assets Under Management$9.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9.1M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees are negotiable at the discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

1 Advisors at this firm