Uncommon Cents Investing
Answer a few questions and
get matched with an advisor.
Learn more about Uncommon Cents Investing
Overview
Uncommon Cents Investing is an advisory company based in Janesville, Wisconsin. It manages $314.4 million in assets under management across 937 accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Uncommon Cents Investing is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as bonds, options and equities.
Uncommon Cents Investing oversees the majority of its client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without requiring client approval. Uncommon Cents Investing also has three non-discretionary accounts totaling $4.4 million in AUM. The company's average account size is $335,557. The typical advisor at Uncommon Cents Investing manages around 312 client accounts.
Uncommon Cents Investing's central office is located at 1215 Suffolk Dr., Janesville, Wisconsin 53546. It is allowed to provide services to clients across a number of states, including Florida, Texas and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Uncommon Cents Investing by the Numbers
$314.4 million
3
937
$335.6 thousand
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by the firm most likely are comprised of the following fee types: asset-based or hourly. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
Unavailable
-
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
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Uncommon Cents Investing provides services to retail investors, high net worth investors and pension plans. Out of its 937 accounts, Uncommon Cents Investing's largest client is retail investors, although it also serves 188 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 34.5%
- Other Individuals - 64.95%
- Corporations - 0.55%
- 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.
Disclosures
Uncommon Cents Investing does not have any disclosures.
Please visit its Form ADV for more details.
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.