| 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 →Michael is an advisor at Uhlmann Investment Management LLC, which is owned by UP Securities. He dedicates a significant amount of time (60+ hours per month) during trading hours to serving advisory clients and receives fee-based compensation.