Uniting Wealth Partners offers customized investment solutions and financial planning to individuals, high net-worth individuals, trusts, estates, businesses, and charities. As a fiduciary, Uniting Wealth Partners aims to act in clients' best interests and mitigate conflicts of interest. Services include investment management, retirement planning, and consulting. Financial planning can be provided alongside investment management or as a stand-alone service.
Fee Structure
Uniting Wealth Partners charges a percentage of your portfolio annually for investment management services, paid quarterly in advance. The exact percentage depends on the complexity of your situation, the amount they manage for you, and your overall relationship with them, but it will not exceed 2.00% annually. If you invest in private funds through Uniting Wealth Partners, those assets are included when calculating the investment advisory fee. If Uniting Wealth Partners recommends using independent investment managers, the total fee you pay, including their fee and the independent manager's fee, will not exceed 2.00% annually.