| 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.
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Learn about disclosures →Alan is a managing member with 38.9% ownership of ARK Investors Fund LLC, which owns 16% of Price Asset Management LLC. He is also a member of Hamlet's House LLC, a company focused on children's content, and a member of MERE0 4 HOLDINGS, an aircraft supply and maintenance company, and an advisor for Uhlmann Investment Management LLC, spending a few hours per week on this.