Amuni Financial, established in 1980, offers personalized investment management services to individuals, trusts, estates, and charitable organizations. Amuni constructs portfolios based on individual needs, risk tolerance, and investment objectives, potentially using outside money managers. Clients can place restrictions on investments. Amuni also sponsors wrap fee programs and receives a portion of the wrap fee for its services.
Fee Structure
Amuni Financial manages investments through various programs, each with its own fee structure. The fees are a percentage of the assets in your account. The exact fee you pay depends on the specific program you choose and may be negotiable. The combination of fees for Amuni and any third-party managers will not exceed 3%.