The Prime Intelligent Portfolio is created for the Baby Boomer generation with an annual advisory fee of 0.25* with minimum $5,000 account size.
A cost-effective investment portfolio to capture equity gains in a rising market while reducing downside losses during severe market declines.
Universal Capital Wealth Management is now offering Prime Intelligent Portfolios (PIP), a Robo-Advisory wrap program, providing investments in exchange-traded funds from some of the industry’s leading financial institutions.
PIP provides seven diversified cost and tax efficient ETF portfolios to choose from based on each client’s personal risk and investment objectives. These portfolios are managed and automatically re-balanced with the objective of meeting the client’s short and long-term investment goals.
Along with the range of portfolios that we offer through PIP, clients will also have access to a comprehensive personal financial website** where they can view all their portfolio holdings, including outside accounts, as well as easy-to-use mobile access. We are offering the personal financial website to our clients for no additional fee. Our goal is to help our clients take a comprehensive view of their complete financial picture and help them achieve their financial goals.
*The annual investment advisory fee (“Annual Fee”) for the Prime Intelligent Portfolio is .25%. Such fees are billed quarterly in arrears based on Client’s assets under management (excluding cash and cash equivalents) as of the close of business on the last business day of the previous quarter. Note that for accounts opened or closed during the mid-billing period, investment advisory fees will be prorated based on the number of days that services are provided during the given period. Assets deposited or withdrawn by Client between billing cycles will be assessed an investment advisory fee based upon only the number of days the assets were in the account. Quarterly advisory fees deducted from the Clients' account by the custodian will be reflected in the custodial statement. It is the client’s responsibility to verify the accuracy of the fee calculation. The custodian will not determine whether the fee is properly calculated. Although UCWM believes its fees are competitive, Clients are hereby advised that lower fees for comparable services could be available from other sources.
**Personal financial websites are made available through the eMoney Wealth Management System. The eMoney Wealth Management System (the Service) is made available to you by Universal Capital Financial Center, Inc. dba Universal Capital Wealth Management (“UCWM”), through our relationship with eMoney Advisor, LLC (eMoney), from whom we license the eMoney EMX Pro software we use for financial planning services.
Universal Capital Financial Centers, Inc. dba Universal Capital Wealth Management (“UCWM”) is a California based investment adviser registered with the California Department of Business Oversight; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Information contained herein is for informational purposes only and should not be considered investment advice. A copy of UCWM’s current Brochure and Wrap Brochure Appendices for the Prime Advisory and Prime Intelligent Portfolio Wrap Fee Programs discussing our advisory services and fees are available for review upon request or at https://adviserinfo.sec.gov. Please call UCWM at 818-242-8242 if you have any questions or issues.