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Pricing

Financial Planning & Investment Management Services

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When we start a client relationship, we expect it to last for decades.

 

But, if at any point you don't feel our value justifies our fee, you can cancel with no penalties, no lockups, and no hard feelings.

We weren't kidding about transparency.

Wherever you are in your financial journey, our services are designed to:

  • Give you peace of mind

  • Help you do more of what you love

  • Provide solutions that relieve your stress and uncertainty

pricing chart for Unrivaled Wealth Management

UWM Billing Example

Billing is done quarterly, in arrears, and pro-rated for the number of days in the quarter.

 

For example, if a client's contract starts with 40 days left in the third quarter and their annual fee is $10,000, their first bill would be due in early October and would be calculated as follows:

($10,000/4 quarters)*(40 days as a client/91 days in the quarter) = $1,098.90.

If they remain a client for the entire following quarter, their fourth quarter fee of $2,500 would be due in early January. Barring any changes in the relationship, this fee would continue each quarter.

If the client decides to terminate the relationship 27 days into a future quarter, their final bill would be:

($10,000/4 quarters)*(27 days as a client/91 days in the quarter) = $741.76.

Fees for advanced planning and investment management services are calculated using the following fee schedule:

AUM fee schedule for Unrivaled Wealth Management

The advisory fee is a blended tier. For example, for assets under management of $2,500,000, a client would pay 1% on the first $1,000,000, 0.90% on the next $1,000,000, and 0.80% on the remaining balance.

 

The quarterly fee would be calculated as follows:

(($1,000,000 x 1%) + ($1,000,000 x 0.90%) + ($500,000 x 0.80%))/4 = $5,750

 

The advisory fee is paid quarterly in arrears based on the average daily balance of the client’s account(s). The fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods, if applicable.

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