UCAP Asset Management provides investment advice tailored to individual client needs. UCAP may recommend sub-advisors to manage client assets. UCAP does not generally offer financial planning services on a stand-alone basis, preferring to integrate them with investment management. UCAP's services include insurance planning, investments, and asset allocation review.
Assets Under Management$170M
Clients178
Advisors10
Avg. per Client$930K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
UCAP Asset Management charges an annual fee based on a percentage of the value of your investments. The fees are negotiable, but cannot exceed 2% annually. Some advisors use a tiered fee schedule, while others charge a flat percentage. Fees are calculated monthly and billed quarterly.
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