Unda Financial and Consulting offers financial planning and investment management services. Financial planning includes creating a financial plan and tracking progress toward goals. Investment management involves managing client portfolios, typically on a discretionary basis, using an asset allocation approach. The firm also offers other consulting services on a case-by-case basis. Unda Financial and Consulting provides services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans.
Assets Under Management$4M
Clients34
Advisors1
Avg. per Client$120K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Minimum fee of $2,500 per quarter applies for assets under management less than $1 Million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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