Universal Value Advisors creates customized portfolios using exchange traded funds to meet client goals. They implement strategies for asset allocation and investment selection, providing advice on various investment types. The firm manages accounts on a discretionary basis, focusing on undervalued companies with high free cash flow and returns on invested capital.
Fee Structure
Universal Value Advisors' management fees are based on a percentage of the value of your investments. The specific percentage is negotiable. The fees are charged monthly, in advance, based on market price evaluations done by your custodian. If Universal Value Advisors places your investments in an exchange traded fund they manage, the firm will credit fees received from the ETF against the fees they charge you.