Prime Advisory Portfolio

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

Minimum account size: $100,000

Assets under management

Annual Advisory Fee*

First $500,0000.75%
Next $500,0000.50%
Next $1,000,000 and Plus0.25%

 To receive a copy of Prime Advisory Portfolio Program’s brochure and firm ADV, please email to

*  UCWM’s Prime Advisory 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 All fees are subject to change at any time with advance notice.