Universal Wealth Management (UWM) provides investment advice tailored to individual client needs and objectives. UWM offers discretionary portfolio management services, where they make investment decisions without needing client approval for each transaction. Clients can set restrictions on the types of securities purchased. UWM may invest client assets in model portfolios developed by an unaffiliated investment manager. UWM also provides advice on various types of investments based on client goals.
Assets Under Management$28M
Clients145
Advisors5
Avg. per Client$190K
Avg. per Advisor$5.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 0.80% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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