| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
UIM may negotiate its fee at its sole discretion and under special circumstances. UIM may exclude certain investments from the calculation of assets under management.
5202 Old Orchard Road, Suite 250, Skokie, IL, 60077
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Learn about disclosures →William is a FINRA arbitrator since 2016 and spends minimal time on it. He is also involved with Lillwitz Financial, LLC and Uhlmann Investment Management LLC, dedicating minimal time to each.