Uhler Vertich White Advisors

Uhler Vertich White Advisors, LLC is a registered investment adviser based in Fort Myers, Florida, providing investment advisory services since 2004. Founded in July 2002, the firm is owned by J. Thomas Uhler and J. Corey Vertich. They offer discretionary wealth management services, requiring clients to grant discretionary authority for account management. The firm may also provide non-discretionary wealth management services upon client approval before executing transactions. Uhler Vertich White Advisors may use sub-advisers to manage portions of client accounts on a discretionary basis. Additionally, the firm offers financial planning services based on client goals and financial circumstances. They manage fee-based accounts like the Investment Management Program for Advisory Clients and the Freedom Investment Management Program. Clients are regularly monitored for suitability, performance, and risk tolerance. The firm primarily recommends mutual funds and may advise on various investments based on client needs. Uhler Vertich White Advisors is a fiduciary under ERISA and the IRC, acting in clients' best interests. They do not accept performance-based fees or participate in side-by-side management. The firm does not have any financial impairments and does not take physical custody of client funds. Clients receive quarterly statements from Raymond James & Associates, the custodian of client assets. Uhler Vertich White Advisors does not have any disciplinary actions to report.