WealthUnite Advisors provides non-discretionary investment advisory services tailored to individual client needs, including age, income, risk tolerance, and investment goals. The firm specializes in managing international pension schemes, such as Self-Invested Personal Pensions and Qualifying Recognized Overseas Pension Schemes, alongside traditional portfolios of mutual funds, exchange-traded funds, individual securities, and foreign currencies. WealthUnite Advisors helps clients navigate retirement planning, asset allocation, and cross-border financial decisions. Investment management fees are based on a tiered percentage of assets under management, and the firm does not manage accounts without client approval for each trade.
Fee Structure
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 are negotiable for accounts over $7,500,000. Household accounts are aggregated for fee calculation purposes.