Union Capital Company
Assets Under Management
$177.0M
Number of Clients
517
Number of Advisors
11
Average Client AUM
$342K
AUM per Advisor
$16.1M
Compensation
Commission-BasedFee-Only (AUM)
About This Firm
Union Capital Company offers portfolio management services tailored to individual client goals, including asset allocation and investment strategies in equity, fixed income, mutual funds, and fund of funds. Services are provided on both discretionary and non-discretionary bases to individuals, trusts, estates, charitable organizations, and corporations.
Fee Structure
Fees for portfolio management are calculated and collected quarterly in advance, based on the account balance. The firm's fee schedule has ranges: 0.60% - 2.00% for assets from $0 to $5,000,000, and 0.40% - 1.75% for assets from $5,000,001 to $10,000,000. Fees are negotiable for accounts over $10,000,000. There is a minimum account size of $25,000. Additional fees include a $25 quarterly billing fee and a $15 per transaction ticket charge, which may be waived. Fees may be in excess of the industry norm and that similar advisory services may be obtained for less.
Areas of Practice
Location
6083 E. Grant Rd., Tucson, AZ, 85712