UAP Consulting

Profit Enhancement

Offering owners unique asset services represents an innovative opportunity to grow revenues and profits – provided fees are properly set and “fee discipline” exists.  UAP Consulting (and/or its strategic partners) helps our clients review and where appropriate revise the fees they charge to hold unique assets in various types of accounts; and take steps to limit the number of assets excluded from those fee schedules.  This process will not only provide for fee accuracy and the application of risk-based pricing, but also increase account level knowledge and improved administration.

Alternative Investments, Private Placements, Closely-Held Company Stock, Unique Assets

For 25 years, institutions and individuals have relied on Spardata.

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