UCAP provides investment management services for an annual fee based upon a percentage of the market value of the assets being managed. These fees are negotiable, but annual fees shall not exceed 2% of the assets under the Firm's management. Some representatives use a tiered fee schedule; others charge a flat percentage applied to all assets under management. Fees for financial planning services are negotiated on a case-by-case basis and charged on a fixed fee basis, ranging from $500 to $5,000 or more.
1221 Brickell Avenue, Suite 2040, Miami, FL, 33131
Get directionsSusan is a registered representative at UCAP Securities, LLC and an Investment Advisor Representative at UCAP Asset Management LLC. She also owns Sudis Advisors Inc., a company created to receive her remuneration from UCAP Asset Management LLC, requiring minimal time.