UAK Diversified Wealth Advisors provides discretionary investment management and financial planning services to individual clients. The firm offers two main asset management fee schedules depending on whether clients prefer evidence-based index portfolios or active research-driven stock and mutual fund selection. Comprehensive financial planning services are structured in tiers—Basic, Premium, and Executive—based on portfolio size and complexity, covering tax strategies, retirement planning, estate planning, and insurance reviews. UAK Diversified Wealth Advisors also offers management of held-away accounts such as retirement plans using a third-party platform. The firm operates as a registered investment advisor owned by Ujae Kang and Sarah Kang.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.36% |
| $25M+ | 0.32% |
Firm also offers an active research strategy schedule charging 1.00% up to $2M, 0.85% from $2M to $3M, and 0.75% over $3M. Fees are negotiable.
