Uniting Wealth Partners offers customized investment advisory solutions and financial planning services for individuals, high-net-worth individuals, trusts, estates, businesses, and charitable organizations. Uniting Wealth Partners creates personalized portfolio strategies primarily using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, options, real estate investment trusts, and alternative investments. Uniting Wealth Partners focuses on long-term goals while considering each client's risk tolerance, time horizon, and personal financial situation. In addition to wealth management, Uniting Wealth Partners provides standalone financial planning and consulting services covering retirement planning, personal savings, education funding, and insurance needs. Uniting Wealth Partners operates as a registered investment advisor and acts in a legal advisory capacity to put client interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% annually based on factors such as the scope and complexity of services, the level of assets managed, and the overall relationship. Fees may be negotiable at the sole discretion of Uniting Wealth Partners.