Overview
- Headquarters
- Fort Myers, FL
- Total Firm Assets
- $514 million
- Average High-Net-Worth Client Portfolio Size
- $3.2 million
Fee Disclosure
Source: UHLER VERTICH WHITE ADVISORS (2026-04-01) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 77.49%
- Number of High-Net-Worth Clients
- 126
- Total Client Accounts
- 1,002
- Discretionary Accounts
- 740
- Non-Discretionary Accounts
- 262
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 130716
- UHLER VERTICH WHITE ADVISORS (2026-04-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗