UisOneT offers investment management and financial planning services. Investment management involves managing client portfolios with the client's objectives in mind. Financial planning includes investment planning, insurance needs assessment, retirement planning, cash flow management, educational planning, estate planning, and business planning. UisOneT may use Unified Managed Accounts (UMA) whenever possible.
Assets Under Management$550K
Clients4
Advisors1
Avg. per Client$140K
Avg. per Advisor$550K
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $999K | 2.25% |
| $999K - $5.0M | 1.90% |
| $5M+ | 1.65% |
Fees are negotiable. The total annual fee is the sum of the UisOneT annual fee and the advisor annual fee. All accounts are charged a monthly account management fee of $8, which is proportionately reduced for accounts below $8,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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