Unified Investment Management (Unified IM) offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Unified IM creates an Investment Policy Statement for each client and requests authority to make trades without asking first. Unified IM also provides financial planning services to portfolio management clients at no additional charge. Unified IM may also act as a subadviser to other investment advisors. Unified IM primarily recommends equities.
Assets Under Management$150M
Clients89
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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