URS Advisory offers investment management and financial planning services, including comprehensive and special needs planning. Financial planning includes evaluating current and future financial states, predicting cash flows, and developing strategies based on net worth, tax liabilities, and retirement plans. The firm may use sub-advisors for investment management. The owners of URS Advisory also offer insurance products through an affiliated company.
Assets Under Management$140M
Clients161
Advisors2
Avg. per Client$900K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The annual fee is negotiable based upon certain criteria. Total fees to Client will never exceed the 2% of assets under management per year. Accounts utilizing the Wasmer Schroeder platform will be charged an additional 0.12%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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