Unique Wealth is a registered investment advisor offering discretionary portfolio management and financial planning services. Investment advice is tailored to individual client needs and objectives. Financial planning covers a range of topics, from broad-based planning to single-subject consultations. Unique Wealth may recommend third-party money managers and has a relationship with Dynasty Financial Partners for operational support.
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% |
Fee schedule is applied on a "blended" basis. Additionally, the following types of accounts will be assessed advisory fees on a separate flat rate basis outside of the above referenced fee schedule: • Eaglebrook Digital Assets: 0.90% • Fee Based Annuities: 1.00% • Structured Notes, Treasuries, Cash Solutions, and CDs: 0.60% • Custom Bond Portfolios: 0.75%