Unlimited
Answer a few questions and
get matched with an advisor.
Learn more about Unlimited
Overview
Unlimited operates as a financial advisor company located in New York, New York. It administers $68.0 million in total assets over one customer account. It has a small group, including 3 financial advisors. Unlimited does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as bonds, stocks and options.
Unlimited oversees all of its client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell decisions for the client's account without needing the customer's authorization. The firm's typical account size is $68.0 million. The typical advisor at Unlimited administers fewer than one client account, placing it among the most individualized firms in the country.
Unlimited's central office is located at 222 Broadway, New York, New York 10038. Unlimited is permitted to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Unlimited by the Numbers
$68.0 million
3
1
$68.0 million
Fee Structure
Financial management fees usually vary depending on which service is provided. However, fee types charged by Unlimited most likely include some combination of the following fee types: fixed or other. Unlimited does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company caters to investment companies. Unlimited's largest client is investment companies. None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.