uVest Advisory Group offers financial planning services covering cash flow, retirement, education, risk management, estate, and tax planning. They also provide ongoing portfolio management services. Financial planning can be comprehensive or focused on specific areas. The firm also offers educational workshops. Investment accounts are managed with consideration for client objectives, time horizon, and risk tolerance.
Assets Under Management$11M
Clients90
Advisors1
Avg. per Client$120K
Avg. per Advisor$11M
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fee schedule does not include sub-advisor's fee. XY Investment Solutions charges an additional 0.30% AUM fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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