Unique Wealth Strategies provides ongoing asset management and financial planning services tailored to individual goals, risk tolerance, and time horizons. The firm creates personalized long-term investment strategies, asset allocations, and portfolio monitoring, typically operating through a wrap fee program where a single bundled fee covers investment advice and execution costs. In addition to managing investments, Unique Wealth Strategies offers financial planning covering retirement strategies, cash flow analysis, tax reduction, risk management, and estate preservation. The firm also provides specialized services for employer-sponsored retirement plans. Unique Wealth Strategies is under common ownership with affiliated entities that offer non-advisory services such as multi-family office support, tax preparation, and business advisory services, though clients are never required to use these affiliates. The firm operates as a registered investment advisor and emphasizes a fiduciary commitment to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable based on criteria such as historical relationship, asset composition, and total relationship size. Alternative fee arrangements or legacy schedules may apply to certain clients.