Unitas Partners is a registered investment advisor founded in January 2024 and owned by Tyson Slesnick, located in Austin, Texas. The firm provides a wide range of services including investment management, comprehensive financial planning, retirement planning, tax planning and preparation, estate planning guidance, insurance advisory, debt management, and cash flow management. Unitas Partners tailors its investment strategies to meet each client's specific goals, risk tolerance, and personal values, allowing clients to place restrictions on certain securities or industries. The firm utilizes fundamental analysis and long-term investment strategies focused on equities, fixed income securities, mutual funds, and exchange-traded funds. Investment management accounts are managed with the authority to make trades without asking first, and accounts are reviewed quarterly. Additionally, the firm offers hourly planning services for specific financial needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $300K | 1.00% |
| $300K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable under specific circumstances.