Uhler Vertich White Advisors
DBA: Uhler Vertich White Advisors, Llc
1510 ROYAL PALM SQUARE BOULEVARD, Fort Myers, Florida 33919-1068
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
below. The fee payable by Client for investment advisory services is 1.00% annualized. All fees are subject to negotiation. In limited certain circumstances, we may charge a minimum fee. For the services that we provide, we typically require compensation of at least $10,000 per
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.