University Financial Strategies (UFS) manages investment portfolios and offers financial planning services. UFS creates personalized investment plans based on your goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. UFS also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$24M
Clients59
Advisors1
Avg. per Client$410K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.65% |
Fees are negotiable. Clients whose investments track certain indices pay an additional 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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