Union Strategic Advisors provides discretionary and non-discretionary investment management services to individuals, high-net-worth families, trusts, estates, business entities, and retirement plans through a bundled fee program. Union Strategic Advisors customizes investment advice to each client's specific objectives and risk tolerance, utilizing mutual funds, exchange-traded funds, equities, fixed income, options, and alternative investments. In addition to investment management, Union Strategic Advisors generally provides financial planning services covering retirement, education, estate, tax, and insurance needs. The firm also offers business consulting services to small and medium-sized businesses and business owners, covering growth strategies, value enhancement, exit planning, and succession.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual investment management fee ranges up to 1.00% and is negotiable based on factors such as relationship size and complexity.