Assets Under Management
$766.5M
Number of Clients
720
Number of Advisors
11
Average Client AUM
$1.1M
AUM per Advisor
$69.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Unique Wealth, LLC is a registered investment adviser offering discretionary portfolio management and financial planning services. They tailor investment advice to client needs and objectives. They may use sub-advisers and Dynasty Financial Partners for operational support and access to investment programs. They advise on various investments including digital assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
311 Park Place Blvd N, Ste. 230, Clearwater, FL, 33759