Uncommon Wealth Partners provides financial planning and investment management services to individuals, families, and small businesses. Financial planning covers areas like retirement, investments, insurance, and taxes. For investment management, they manage client portfolios with discretion, using risk tolerance questionnaires to guide investment decisions. They also utilize third-party money managers.
Assets Under Management$47M
Clients234
Advisors1
Avg. per Client$200K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.0%. All fees are negotiable. Uncommon Wealth Partners covers all trading costs when utilizing LPL Financial Custodian and using Uncommon Wealth’s Portfolios. Any Client account that is not actively managed is not assessed Advisory Fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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