Unique Wealth, LLC is a registered investment advisor based in Tampa, Florida, offering discretionary portfolio management, financial planning, and retirement plan services. Unique Wealth tailors its investment strategies to meet individual client needs and objectives, utilizing a network of third-party money managers and internal asset allocation models. The firm advises on a wide range of investments, including equities, bonds, mutual funds, exchange-traded funds, real estate investment trusts, and digital assets. Unique Wealth collaborates with third-party platforms like Dynasty Financial Partners to access institutional trading technology, reporting, and custody services. In addition to managing accounts directly held with recommended custodians like Charles Schwab and Pershing, Unique Wealth uses specialized order management systems to oversee held-away accounts such as 401(k) plans. The firm emphasizes a fiduciary commitment to act in clients' best interests, particularly when providing retirement rollover guidance, while addressing potential conflicts of interest related to affiliated insurance services and third-party referral arrangements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable. Certain assets are billed at separate flat rates: digital assets at 0.90%, fee-based annuities at 1.00%, structured notes/treasuries/cash/CDs at 0.60%, and custom bond portfolios at 0.75%.