Unrivaled Wealth Management offers investment management and financial planning services to individuals, families, and businesses. The firm helps clients with investment decisions, retirement planning, and other financial goals. Unrivaled Wealth Management is a fee-only firm, meaning it only gets paid by its clients for its services.
Assets Under Management$12M
Clients11
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
The annual advisory fee is paid quarterly in advance. The advisory fee is a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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