UAK Diversified Wealth Advisors provides investment management and financial planning services to individuals. Investment management is offered on a discretionary basis. Financial planning services are offered at three levels: Basic, Premium, and Executive, depending on the client's assets and complexity. They also offer one-time financial planning services.
Assets Under Management$110M
Clients233
Advisors2
Avg. per Client$480K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
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% |
Fee schedule is for clients who want evidence based, robustly optimized, low-expense diversified portfolios and have account values of $1,000,000 and over. The annual fee is negotiable based upon certain criteria. Another fee schedule exists for clients who expect UAK to actively conduct regular research on mutual funds or stocks in an effort to beat the market or benchmark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
