Assets Under Management
$291.5M
Number of Clients
168
Number of Advisors
N/A
Average Client AUM
$1.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Unionview offers wealth management services including financial planning and discretionary investment management using mutual funds, ETFs, individual stocks, bonds, and alternative investments. They also manage fixed income strategies. They may recommend independent managers and non-purpose loans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for amounts over $10,000,000.
1500 Westlake Ave North, Suite 124, Seattle, WA, 98109