1 Union Management is a life management platform for sports and entertainment professionals. It offers portfolio management services including establishing investor goals, developing an investment policy, defining investment goals and strategies, and recommendations for asset allocation and investment selection. 1 Union also provides financial planning services based on individual client's financial risk/reward objectives and tax status, including planning for financial independence, major purchases, education funding, retirement, and insurance and investment planning.
Assets Under Management$12M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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