Unify Financial Advisors is a fee-only registered investment advisor that provides financial services to individuals, businesses, and the community. They create value for each client by tailoring financial services to meet their specific needs, objectives, risk tolerance, and investment experience. Their services include portfolio management and financial planning.
Assets Under Management$120M
Clients247
Advisors2
Avg. per Client$500K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Unify Financial Advisors manages investment portfolios for a fee based on the value of your portfolio. The fee is negotiable but will not exceed 1.25% annually. A minimum initial investment of $100,000 is required to open a managed account, but this may be waived. The fee is calculated at the end of each month and collected the following month.
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