UNest offers a wrap fee program designed to make saving and investing for minors accessible. Through the UNest mobile application, they offer investment services specifically designed for the financial needs of a minor through tax-advantaged UTMA/UGMA custodial accounts, as well as individual brokerage accounts. UNest invests in diversified portfolios of exchange-traded funds (ETFs) and actively manages these portfolios to adjust risk exposure over time.
Assets Under Management$36M
Clients19,144
Advisors1
Avg. per Client$1.9K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Clients also pay a $2 platform fee per account per month. Clients who registered prior to November 20, 2025, continue to pay their previously selected tier pricing: Core: $4.99 per month or $39.99 per year; Plus: $9.99 per month or $79.99 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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