Unified Wealth Management provides financial planning and investment management services to individuals and businesses. The firm assesses each client's financial situation, goals, and risk tolerance to develop a personalized investment strategy. Unified Wealth Management acts as a fiduciary, placing clients' interests first. Services include financial planning, investment strategy, asset allocation, and regular portfolio monitoring.
Assets Under Management$110M
Clients324
Advisors2
Avg. per Client$350K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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