| 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
Get directionsJames works as an investment advisor at Uhlmann Investment Management LLC since 2017 and is a co-founder and managing partner at OnPoint Analytics Capital Partners, dedicating all of his time to this role. He also has a consulting agreement with Empire Group LLC and is a referral source for Kovitz Investment Group.