Unionview Wealth Partners
Assets Under Management
$291.5M
Number of Clients
168
Number of Advisors
N/A
Average Client AUM
$1.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Unionview Wealth Partners provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. They create customized investment strategies and portfolios using mutual funds, ETFs, individual stocks, and bonds. They may recommend independent managers and non-purpose loans through U.S. Bank.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Unionview charges an annual fee based on assets under management. For fixed income strategies, the annual fee is 0.25%. Fees are negotiable at the advisor's discretion. The minimum relationship size is generally $500,000. The total blended fee, including the advisor’s fee and the Independent Manager’s fee, will not exceed 1.50% annually.
Areas of Practice
Location
1500 Westlake Ave North, Suite 124, Seattle, WA, 98109