Assets Under Management
$241.7M
Number of Clients
318
Number of Advisors
11
Average Client AUM
$760K
AUM per Advisor
$22.0M
Compensation
Fee-Only (AUM)
Uhlmann Investment Management (UIM) offers advisory services through RBC Clearing & Custody and Schwab Advisor Services. Services include client-directed, non-discretionary options, third-party managed portfolios, and UIM Advisor Managed Portfolios. UIM works with clients to select suitable investments to help them accomplish their goals.
| 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