Universal Financial Advisors (UFA) offers financial planning and investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. UFA manages client investment portfolios on a discretionary basis, allocating assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options, and independent investment managers. UFA also provides retirement plan consulting services to qualified employee benefit plans.
Fee Structure
Universal Financial Advisors (UFA) offers investment management services for an annual fee based on the amount of your portfolio. The fee generally ranges from less than 1% to no more than 2.5% annually. There is a Minimum Platform Service Fee (MPSF) of $50 annually per advisory account, but this may be waived if the aggregate MPSF fee for the immediate client family household meets the $50 annual minimum per account. The specific fee is disclosed in your advisory agreement.