Unique Wealth, LLC
Assets Under Management
$766.5M
Number of Clients
720
Number of Advisors
11
Average Client AUM
$1.1M
AUM per Advisor
$69.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Unique Wealth, LLC, based in Tampa, FL, offers discretionary portfolio management and financial planning services. Investment advice is tailored to client needs and objectives. They may use sub-advisers and Dynasty Financial Partners for operational support and access to investment programs. They advise on various investments including equities, bonds, mutual funds, ETFs, and digital assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, using a blended fee schedule. For certain assets like Eaglebrook Digital Assets, Fee Based Annuities, Structured Notes, Treasuries, Cash Solutions, CDs, and Custom Bond Portfolios, fees are assessed on a separate flat rate basis. Financial planning fees range from $2,500 to $25,000, depending on the scope and complexity of the plan and are negotiable. There is no stated minimum account size.
Areas of Practice
Location
311 Park Place Blvd N, Ste. 230, Clearwater, FL, 33759