EN

Translate:

Easy to understand fees and investment performances

image53

wealth management, fee only financial plannerwealth management, fee only financial plannerwealth management, fee only financial plannerwealth management, fee only financial planner

Easy to understand fees and investment performances 





Retirement Investment Portfolio Services

Investment Advice by Actuaries?

Both insurance companies and government regulators rely on actuaries to  project cash flows from investments and liabilities of pension funds,  insurance companies, financial institutes, and more. One of the founders  is an actuary who will bring that same knowledge and skills to you in your financial planning. His experience comes from analyzing and advising the enterprise level investment portfolio, cash flow, and debt portfolio of the 2nd largest insurance company in the US.


Benefits of working with UAK Diversified LLC. Outstanding service beyond the required fiduciary duties.

 

  • Advice free from pressure to “produce” or “sell”.
  • Full transparency with all fees and investment performances.
  • Consistent, timely, and detailed care to our clients. Relatively lower overall fees (more left in your investment to grow).
  • Genuine compassion and relationship values based on founders’ Christian principals.
  • Independent and respected Fortune 500 broker/dealer selected as primary custodian for clients’ accounts.*
  • The custodian is a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), which is subject to certain regulations intended to protect clients' investment assets. 


*UAK Diversified is  granted limited power of attorney to buy and sell securities and assess fees based on a signed client agreement with no other rights or accessibility.  

Our Services:

  • Free Consultation 
  • Individual Projects
  • Ongoing Engagement  


Navigating the financial waters with you

You can trust UAK Diversified to help you plan your financial future, advise you with comprehensive financial and investment planning.  We are fee only financial planners or fee only financial advisors.   We serve clients in Saint Paul, Minneapolis, and Rochester areas.


No obligation and informational only free consultation up to two times.

Our Team - About

In-depth training and experience are in finance and investment.  


Meet Our Team


Schedule Appointment

Our Team - Affiliation

FAQs addresses the story behind UAK Diversified.  Partners and Affiliations demonstrates our credibility and resources.


FAQs


Partners and Affiliations 


Our Fees

 Competitive and fair –  Based solely on a percentage of invested assets.   


Fee Structure


Competitive Fee Analysis


Fee Value Over Time

Periodic Review

image54

Regular interaction with our investors ensures we stay on the path needed to achieve their goals.  


Free Initial Consultation


Investment Review


Ongoing Quarterly Reviews


Insurance Analysis


Education

image55

We believe an educated investor is a confident investor.  


Blogs


Video Blogs


Live Seminars



Investments

  UAK Diversified LLC has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.*


Why Stocks & Bonds

Customized Investment

Well-Diversified

Subscribe

About the primary custodian

*These materials have been independently produced by UAK Diversified LLC.  UAK Diversified LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them.  UAK Diversified LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.


Legal Disclosure: UAK Diversified LLC is a registered investment adviser with the state of Minnesota