Fiduciary, Independent, Fee Only Financial Advisors
We work with a close network of professional advisors - such as attorneys, accountants, tax experts, and insurance brokers - so that you have a holistic wealth management strategy to execute. Or we stand ready to work with your existing team of advisors.
We seamlessly collaborate with carefully vetted trustee service professionals to provide you with comprehensive trustee service and investment management solutions.
An important factor for a grantor (giver or donor) to consider when setting up a trust fund is the ongoing overall fee. The overall fee should include investment manager, fiduciary and trust administration, and record-keeping and disbursements. We partner and collaborate with national service providers and keep the overall fee below 1%, which is consistent with our founder's philosophy that lower fees make a big difference for the clients in the long run.
We serve clients in Saint Paul, Minneapolis, Rochester, near Twin City area. Email me for Nationwide.
In collaboration with your attorneys or our close network of elder lawyers, we provide investment management services for various types of trust funds.
Trusts to optimize tax responsibilities
Trusts for people who receive government benefits.
Some trusts permit the grantor to receive significant benefits from the assets.
A dynasty trust is a wealth management tool that provides for multiple generations or heirs, while avoiding estate taxes and generation-skipping transfer taxes.
An irrevocable life insurance trust allows you to pass life insurance proceeds to your heirs, tax-free.
Carefully structured trusts can help protect wealth while maintaining eligibility for Medicaid, Social Security Income and other public benefits.
It is intended to give a gift to charity, but you can still reserve and design a benefit for yourself while you are living.
Trusts to avoid gift taxes.
The trust for beneficiaries who are careless and wasteful with money
Sarah Kang, CFP(R):
She enjoys helping people with comprehensive financial planning with a focus on listening with empathy. Sarah holds the Certified Financial Planner Designation.
Ujae Kang, CFA, CAIA, ASA, MAAA:
Nearly 2 decades of progressive experience in actuarial, accounting, and investment management fields helping global corporations with investment & cash flow solutions.
James Mahnke, CTA, CPO:
Recognized investment portfolio manager with over 3 decades of experience. He received industry's most respected awards in investment management, including a number one Barclay Institutional Report ranking, Lipper top-third mutual fund ranking, Russell top quartile performance, and Morningstar top quartile ranking.
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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.
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.
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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. Email me for Nationwide.