Unison
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,932,366,000
Clients
95
60% high-net-worth
Advisors
1
of 1 employees
Firm type
Team
5-30 advisors or >$500M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
95
HighAverage account size
$20,340,695
About
Unison Advisors provides discretionary multi-asset portfolio management for individuals (including high-net-worth clients), trusts, charitable organizations, and other registered investment advisers through subadvisory arrangements. Clients receive separately managed accounts held at a qualified custodian, monthly custodial statements, daily access via the custodian’s portal, and quarterly reporting from the firm.
The firm’s investment process surveys investable asset-class indexes, selects passive, liquid, transparent funds to represent those classes, and estimates expected returns quarterly to determine allocations from a strategy-specific neutral weighting; trading is generally infrequent and turnover resembles that of an index fund. Unison emphasizes diversification across assets, geographies and investment styles, uses low-cost, tax-efficient funds, and reports detailed valuation data each quarter to inform decisions.
Notable features relative to peers include operating with a single investment professional while managing about $2.02 billion in discretionary assets and providing subadvisory services to other advisers, a combination that is uncommon for firms in its category. The firm’s managing member holds a law degree and contributes to Bloomberg Opinion, though the firm does not practice law or affiliate with a law firm, and it focuses on portfolio management rather than offering standalone financial planning.
Client services
Portfolio management
Expertise
Passive / index investing
Wealth management
Real estate investing
Fee options
$0 - $1,000,000: 0.75% $1,000,000+: 0.55%
Account minimum: $25,000
Main office location
Unison
225 Dyer Street, 2 Nd Floor
Providence RI 02903, United States
Number of offices
1
Most active in
Unison has reported serving >5 clients in these states in the last 12 months.
California · Illinois · New Jersey · New York · Ohio · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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