Union Capital Company offers investment advisory services, including portfolio management, tailored to your investment goals. They provide both discretionary and non-discretionary management, using strategies involving equity, fixed income, mutual funds, and fund of funds. Union Capital evaluates your financial situation and advises on portfolio diversification, allocating assets based on your risk tolerance and investment objectives. Custody of your accounts is maintained at RBC Capital Markets, LLC.
Fee Structure
Union Capital Company manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges are:
- $0 to $5,000,000: 0.60% - 2.00%
- $5,000,001 to $10,000,000: 0.40% - 1.75%
- Over $10,000,000: Negotiable
Fees are calculated and collected quarterly in advance. There is a minimum account size of $25,000. The fees and account minimums are negotiable.