Unison Asset Management provides investment advice to clients through both discretionary and non-discretionary accounts. They work with clients to understand their investment goals, risk tolerance, and financial situation to create a suitable portfolio allocation strategy. Unison may recommend other professionals like lawyers or accountants as needed. The firm also manages assets for private funds and open-ended investment vehicles.
Assets Under Management$240M
Clients15
AdvisorsN/A
Avg. per Client$16M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Unison Asset Management charges a fee based on a percentage of the value of your account. This fee can range from 0.75% to 2% annually, and is deducted from your account daily. All fees are negotiable.
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