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Prime Advisory Portfolio

A discretionary advisory account that offers a competitive fee structure and modeled portfolios based on your risk tolerance and financial objectives.


An advisory account with
premium features:


Minimum account size: $100,000                                                                                  

Assets under management                   Annual Advisory Fee*

First $500,000                                           0.75%

Next $500,000                                          0.50%

Next $1,000,000 and Plus                        0.25%




 To receive a copy of Prime Advisory Portfolio Program’s brochure and firm ADV, please email to Info@universalcapital.com.

* .The annual investment advisory fee (“Annual Fee”) for the Prime Intelligent Portfolio is a flat 0.25%. UCWM’s Prime Intelligent Portfolio Program fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter (excluding cash and cash equivalents). There may be additional fees associated with mutual fund portfolio management and /or ETF internal costs. For more information, please refer to UCWM WRAP FEE PROGRAM BROCHURE and firm ADV that can be obtained by emailing to info@universalcapital.com. All fees are subject to change at any time with advance notice.