Unest Advisers, LLC
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Overview
Unest Advisers, LLC operates as a financial advisor firm headquartered in North Hollywood, California. Unest Advisers, LLC handles $17.7 million in total assets across 33,140 accounts. It has a small team, including 3 financial advisors. Unest Advisers, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, options and equities.
Unest Advisers, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell decisions for the client's account without requiring the customer's consent. The investment advisory firm's average account size is $533. The average advisor at Unest Advisers, LLC administers about 11,047 client accounts.
The firm's headquarters is located at 5161 Lankershim Blvd, North Hollywood, California 91601. It is legally permitted to provide services to investors across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Unest Advisers, LLC by the Numbers
$17.7 million
7
33,140
$532.9
Fee Structure
Fees for financial advice usually are based on which service is offered. However, fees billed by the company typically consist of non-traditional fee structures. The firm participates in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with retail investors. Out of its 33,140 accounts, Unest Advisers, LLC's largest client type is retail investors. None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Unest Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Unest Advisers, LLC
Scottsdale, AZ
Denver, CO
North Hollywood, CA
Woodbury, NY
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