The Ujano Advisory Group offers comprehensive wealth management and life planning services designed to help individuals and families align their financial decisions with their personal goals. Founded by Ralph Ujano, the firm takes a holistic and transformational approach that goes beyond standard investment management to address retirement savings and income, income tax optimization, estate and multi-generational planning, risk management and insurance, and general financial planning. The firm builds customized investment portfolios using evidence-based strategies informed by Modern Portfolio Theory, focusing on minimizing risk and volatility. The Ujano Advisory Group works closely with other professionals such as accountants and attorneys to ensure a cohesive strategy. The firm requires a minimum investment portfolio of $3,000,000 to engage its services.
Fee Structure
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 rate for the first $3 million is 0.85%, and amounts over $3 million are charged 0.45%. A fixed fee may also be used in addition to or replacement for asset-based fees if specified in the client agreement.