Policies & Fees
Our minimum new account size is $300,000. Investors can transfer existing accounts to us for management or start with cash. UIA will assist with and coordinate account setup and transfer process. If you have any questions, please contact us at 612-312-1400.
UIA equity strategies, Intelligent Growth & Intelligent Blend, are charged an annual fee of 1.25 percent. For amounts greater than $2 million the fee is reduced to 1 percent, annually.
UIA’s Defensive Growth strategy is billed 1 percent, annually. For amounts greater than $2 million but less than $5 million the fee is reduced to 0.75 percent, annually. For amounts greater than $5 million the fee is further reduced to 0.50 percent, annually.
*Fees are paid quarterly in advance. Clients are responsible for transaction costs. Clients can elect to withdraw UIA as account manager at any time. Fees are refunded on a pro rata basis and an account closing fee is assessed.