UAS Asset Management offers investment management services to individuals, families, and institutions through separately managed accounts. UAS also manages a private investment partnership. UAS primarily manages accounts on a discretionary basis, investing in stocks, bonds, mutual funds, and ETFs. Clients may place reasonable restrictions on investments. UAS's investment strategy seeks reasonable growth without undue risk, primarily investing in established companies with strong fundamentals.
Assets Under Management$450M
Clients355
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$90M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Management fees for accounts invested primarily in fixed income securities are between 0.25% and 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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