Unique Wealth Strategies (UWS) provides investment advice and financial planning services. UWS offers asset management through its wrap program, retirement plan services for businesses, and financial planning for individuals and families. UWS is under common ownership with Unique Multi Family Office, LLC (UMFO), which offers non-advisory services like accounting and tax coordination, but clients are not required to use both firms.
Fee Structure
UWS offers asset management services through a wrap fee program. The brochure encourages clients to compare the wrap fee to the costs of paying for advisory, brokerage, and custodial services separately to determine if the wrap fee is appropriate. UWS has a conflict of interest to minimize costs in wrap fee accounts.