Unity Financial Planning Group offers financial planning and portfolio management services. Financial planning includes retirement, education, tax, insurance, and estate planning. Portfolio management is tailored to client goals and risk tolerance, using stocks, ETFs, and mutual funds. Clients can choose between portfolio management with or without tax preparation services. They also offer retirement plan and fiduciary services, and a subscription service for ongoing financial guidance.
Assets Under Management$11M
Clients41
Advisors4
Avg. per Client$260K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable. Tax-Inclusive Asset Management starts at 1% for the first $250,001 or more of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...