Unify Financial Advisors is a registered investment advisor that offers personalized portfolio management and financial planning services. The firm builds diversified investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon, utilizing a mix of stocks, bonds, exchange-traded funds, mutual funds, and cash equivalents. Unify Financial Advisors emphasizes long-term strategies, fundamental and quantitative analysis, and low-cost, liquid investments. In addition to managing investments, the firm offers financial planning to help clients navigate retirement, taxes, estate planning, and overall financial security. Unify Financial Advisors serves individuals and their families, trusts, estates, charitable organizations, and small businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Portfolio management fees are negotiable and will not exceed 1.25% annually. Fees are assessed on all billable assets including cash and money market funds.