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UNIFIMONEY RIA, INC.

UNIFIMONEY RIA, INC.

Description

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How does the advisor help clients – Key Takeaways:

UNIFIMONEY RIA, INC. is a financial advisory firm that boasts of a team of financial experts, all dedicated to helping clients achieve their financial goals. Through personalized and holistic financial planning, the firm provides its clients with the tools and strategies needed to build and protect their wealth for the long term.

The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning, among others. They cater to a diverse client base, ranging from individuals and families to small businesses and corporations.

Facts and Insights:

Founded in 2020, UNIFIMONEY RIA, INC. has quickly established itself as a leading financial advisory firm in the industry. In just a short span of time, the firm has been able to accumulate impressive assets under management (AUM) and has a growing number of advisors on its team. This speaks to the trust and confidence that clients have in the firm to manage their finances effectively.

The table below provides a breakdown of the firm’s AUM, number of advisors, and time in business.

Assets Under Management Number of Advisors Time in Business
$500 million 15 1 year

Financial Services Offered:

UNIFIMONEY RIA, INC. provides a comprehensive range of financial services to cater to the diverse needs of its clients. From investment management to retirement planning, the firm has the expertise and resources to develop personalized strategies that align with the unique goals and risk tolerance of each client.

Client Types:

The firm is committed to providing high-quality financial services to clients from all walks of life. Whether they are individuals, families, small businesses, or corporations, UNIFIMONEY RIA, INC. has the capabilities to serve them all.

Fees & Compensation:

For its services, UNIFIMONEY RIA, INC. charges a percentage of the client’s AUM value as well as hourly or flat fees for financial planning services. This ensures that the firm is always aligned with its clients’ best interests as it grows alongside their wealth. The table below shows the fee structure for the firm’s services.

Assets Under Management Fee Percentage
Under $1 million 1.00%
$1 million to $5 million 0.75%
$5 million to $10 million 0.50%
Above $10 million 0.25%

Background:

The team at UNIFIMONEY RIA, INC. comprises highly qualified and experienced financial professionals who are dedicated to providing exceptional services to clients. The firm follows a fiduciary duty, meaning that they always act in the best interests of their clients and prioritize their needs above all else.

Financial Advisor Disclosures to Know:

As a registered investment advisor, UNIFIMONEY RIA, INC. adheres to all required regulations and disclosures. These include providing clients with a Form ADV, which outlines the services offered, fees charged, and any potential conflicts of interest. The firm also discloses any disciplinary actions or conflicts of interest that may arise.

Company Information

Main Office

Mail Office

Other Information

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