The Ujano Advisory Group provides wealth management advice for individuals and families. They focus on understanding clients' situations and helping them prioritize their goals. They combine personal leadership, financial planning, and investment management to provide a comprehensive view of a client’s financial picture. They also coordinate with other advisors to ensure a cohesive plan. The firm requires a minimum investable asset balance of $3,000,000.
Assets Under Management$110M
Clients31
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3M+ | 0.45% |
For clients with starting invested assets of $10 million or more, the fee is 0.85% on the first $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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