Uyana Partners provides ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Profile and Risk Profile for each client to construct a suitable investment plan. Uyana Partners generally selects third-party portfolio managers but may also directly manage assets. Financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning, are included in their advisory services. Step-Up is a semi-automatic portfolio management service leveraged by technology.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $9.0M | 0.90% |
| $9.0M - $12.0M | 0.80% |
| $12M+ | 0.80% |
Fees are negotiable above $12,000,001. Step-Up accounts with $50,000 to $999,999 are charged 1.00%, decreasing 0.05% annually to a minimum of 0.80%.