Utes Wealth Strategies (UWS) offers investment management services, primarily using outside professional money managers. UWS works with clients to determine an appropriate investment profile based on their goals, risk tolerance, and time horizon. UWS may also provide financial planning services as part of an all-inclusive service. UWS offers both discretionary and non-discretionary management of investment portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
The fee schedule shown is for discretionary accounts. Non-discretionary accounts have slightly higher fees: 1.60% on the first $100,000, 1.35% from $100,001 to $500,000, 1.10% from $500,001 to $1,000,000, and 0.60% on the balance. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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