Universal Financial Advisors, LLC

RIASEC RegisteredEst. 2022

Total AUM

$277M

Discretionary

$277M

100% of AUM

Avg account

$391K

Accounts

709

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 318392
Registered since: May 11, 2022
Website: www.universaladvisorsgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI71.37%
Individuals28.24%
Charitable Organizations0.3%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Universal Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients as well as institutional and business accounts, acting as a capital allocator and a manager of discretionary portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third-party advisers. The firm bills clients primarily as a percentage of assets under management and also uses hourly fees for some engagements. Universal Financial Advisors uses external asset managers for certain strategies and is not positioned as an ESG-focused investor.