UX Wealth Partners provides asset management services to independent registered investment advisors (RIAs) by managing client assets based on investment strategies chosen by the RIA or their client. UX Wealth also offers model portfolios on digital platforms for independent financial institutions. UX Wealth manages and rebalances assets based on its investment strategies. UX Wealth also manages a limited number of accounts for friends and family.
Assets Under Management$2.1B
Clients59
Advisors4
Avg. per Client$35M
Avg. per Advisor$510M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Minimum Annual Fee:$24
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.16% |
| $25.0M - $50.0M | 0.14% |
| $50.0M - $75.0M | 0.12% |
| $75.0M - $100.0M | 0.10% |
| $100M+ | 0.08% |
Manager fee depends on the manager selected (0% to 0.49%). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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