Uncommon Cents Investing (UCI) is an investment management firm located in Janesville, Wisconsin. UCI manages investments for individuals, high net worth individuals, employee-sponsored retirement plans, trusts, and estates on a discretionary basis. UCI primarily invests in individual stocks, but may also use exchange-traded funds (ETFs), mutual funds, and debt securities. UCI works with clients to determine their objectives, time horizons, risk tolerance, and liquidity needs to develop a personal investment plan.
Fee Structure
Uncommon Cents Investing charges a fee based on a percentage of the value of your portfolio. The specific fee is agreed upon in your Investment Advisory Agreement. The fee is calculated on the value of your portfolio at the end of each month and is billed monthly. Fees may be negotiable based on the size of the account, complexity, or activity. Employees and their family members receive a reduced fee.