Fiduciary, Independent, Fee Only Financial Advisors
Many financial advisors avoid showing you performance reports on your investment portfolio return in a transparent and easy-to-understand way. Beating the peers or objective benchmark is a challenging task. Here at UAK Diversified, we provide an objective benchmark comparison analysis of your investment portfolio. Also, your investment return report is not generated by some 3rd party software like some financial advisors use. It is generated from a reputable broker-dealer, Schwab, where your investment assets will be insured  and in custody.
We compare your overall consolidated investment portfolio against one of the most popular yet thoroughly diversified mutual funds, such as FSANX, Fidelity Asset Manager® 60% as your benchmark if you invest 60% in stocks.
We also compare your investment portfolio with Vanguard products, which are known for low expenses. Vanguard products have less than optimized diversification to save on expenses. However, due to its popularity, we also include it for comparative analysis.
Since the custodian Schwab incorporated a GIPS(TM) compliant performance report in 2019, we have been comparing clients' portfolios with relevant benchmarks.
Most investment advisors or brokers prefer to avoid such objective comparisons. However, UAK Diversified decided at our inception to be transparent and hold ourselves accountable for competitive investment performance.
We have a client meeting location in Minneapolis, Minnetonka, or Wayzata, Minnesota.
UAK Diversified LLC
601 Carlson Parkway Carlson Center,
Minnetonka, MN 55305
Please use the "Click to Schedule" button below to schedule an appointment.
Or call us at 763-355-2337.
 Schwab insures your assets via The Federal Deposit Insurance Corporation (FDIC) and The Securities Investor Protection Corporation (SIPC). In addition to SIPC, Schwab clients receive an extra level of coverage through "excess SIPC" insurance protection for securities and cash.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of UAK Diversified LLC dba UAK Diversified Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by UAK Diversified LLC dba UAK Diversified Wealth Management a Registered Investment Advisor in the State of Minnesota. UAK Diversified Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
*UAK Diversified LLC dba UAK Diversified Wealth Management a Registered Investment Advisor in the State of Minnesota. We can also serve clients where otherwise legally permitted.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
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.
We are Fiduciary, Independent, and Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination. We are Registered investment advisors serving Saint Paul, Minneapolis, Rochester, and near Twin City areas and where otherwise legally permitted. Please Email us with inquiries.