Ubequity Wealth Management provides personalized investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Founded in 2020 and based in Round Rock, Texas, Ubequity Wealth Management builds individually tailored portfolios using Modern Portfolio Theory, combining active and passive investment strategies. The firm also recommends independent managers and programs offered through SEI Investments Company. In addition to investment management, Ubequity Wealth Management offers project-based financial planning, ongoing comprehensive financial planning, hourly consulting, and employee benefit plan services. Planning topics include retirement planning, stock compensation planning, charitable giving, business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable and prorated. Total fees charged will not exceed 3% of assets under management.