WealthUnite Advisors provides investment advice to U.K. expatriates residing in the U.S. and U.S. residents. WealthUnite manages investment assets on a non-discretionary basis, tailoring advice to each client's needs. WealthUnite primarily focuses on international pension schemes and allocates client assets among mutual funds, exchange-traded funds, individual debt and equity securities, and other investments. WealthUnite also provides limited financial planning services ancillary to investment management.
Assets Under Management$57M
Clients49
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable for assets over $7,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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