Unlimited Capital Advisors offers investment management and financial planning services tailored to individual client needs. They provide advice on stocks, exchange-traded funds, mutual funds, and other securities. Unlimited also offers financial planning services, including comprehensive financial planning, financial management (acting as a personal CFO), and financial consulting. They work with clients to establish realistic investment goals and monitor portfolios.
Assets Under Management$4.3M
Clients13
Advisors1
Avg. per Client$330K
Avg. per Advisor$4.3M
Fee Structure
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $333K | Included |
| $333K - $500K | 1.50% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Recommended for hourly, “Pay As You Go” services at our hourly rate ranging from $175 to $400 based on the scope and complexity of the services provided for assets under $333,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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