United Value Capital (UVC) offers investment advisory services, including discretionary investment management, using separately managed accounts. UVC's investment strategy focuses on protecting savings by buying securities at a discount to their intrinsic value, primarily stocks, mutual funds, exchange-traded funds, bonds, warrants, and stock options. UVC tailors its services to individual client needs, using fundamental analysis to determine investment decisions. UVC does not offer wrap programs, so clients may incur additional transaction charges from their broker-dealer/custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
UVC does not negotiate its Management Fee or Performance Fee, but does offer discounts to select friends, employees, and family. Qualified purchasers can choose a performance-based fee of 20% of gains above a 5% return threshold.