Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
UIM may, at its sole discretion and under special circumstances, negotiate its fee.
Fee Estimator
UIM provides discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, institutions, and trusts. Fees for investment advisory services are generally based upon the client's assets under management and are billed quarterly in advance. Annual fees are as follows: First $2,000,000 1.75%, $2,000,001 - $3,000,000 1.50%, $3,000,001 - $4,000,000 1.25 %, Over $4,000,001 1.00%. UIM may, at its sole discretion and under special circumstances, negotiate its fee. The minimum asset size for a new account is $100,000 for Individual Accounts and $250,000 for Institutional Accounts. However, at its sole discretion, UIM may accept an account with an asset size less than these levels.
Areas of Practice
Advisor Information
Office location
5202 Old Orchard Road, Suite 250, Skokie, IL, 60077
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Terry is an advisor at Uhlmann Investment Management LLC, providing investment advisor services since 2012. This takes a few hours per week.