Unity Wealth Partners offers investment management services to separate accounts and serves as a sub-advisor to an exchange-traded fund (ETF). For individual clients, UWP creates and manages investment portfolios based on their goals, risk tolerance, and tax considerations. UWP also provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$6.5M
Clients20
Advisors2
Avg. per Client$330K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The advisory fee is a flat fee of up to 2.00% on all assets under management. The advisory fee may be reduced or waived at the discretion of UWP.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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