Ubequity Wealth Management (UWM) manages investment portfolios based on individual client needs, creating personalized investment plans with asset allocation targets. UWM also offers project-based financial planning on topics like retirement, stock compensation, and college savings. Ongoing financial planning is available for a fixed monthly fee, providing continuous plan monitoring and updates. UWM may use third-party managers and recommends SEI Investments Company for certain clients.
Assets Under Management$36M
Clients32
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$18M
ubequitywealth.com ·www.linkedin.com/in/kent-hickey-cfp-cpwa-mba ·www.linkedin.com/company/ubequity-wealth-manage...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Annual fees are negotiable. If UWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. Total fees charged to the client will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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