Advisors Unlimited

Overview

Advisors Unlimited is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Its fee model is flexible—charging based on a percentage of assets under management as well as offering hourly and fixed-fee arrangements. The firm reports that it does not operate as a capital allocator and is not positioned as a multi-state or pension consultant adviser. Advisors Unlimited does not identify as an active ESG investor and does not list related-adviser relationships in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives