UX Wealth is the first AI-native Turnkey Asset Management Platform (TAMP) built for independent RIAs managing $10M–$150M. We provide 100+ institutional models, Schwab-verified execution quality (97.7% NBBO), and all-in fees of 35–50 bps.

How much does UX Wealth cost?

UX Wealth charges 35–50 bps all-in, which is 29–47% below the industry average of 55–75 bps for comparable AI/ML tactical and quantitative strategies.

How long does it take to onboard?

For Schwab advisors, onboarding takes approximately 2 weeks with no client signatures required. Existing Schwab accounts work as-is.

Disclosures

The information presented herein is for informational and illustrative purposes only and is subject to change without notice. Nothing contained herein should be construed as investment advice, a recommendation, or an offer to buy or sell any securities or investment strategy.

Any statements regarding potential outcomes, business improvements, operational efficiencies, or growth are forward-looking in nature and are not guarantees of future results. Actual results may vary significantly depending on individual circumstances, market conditions, and other factors.

Examples, scenarios, and descriptions presented on this website are illustrative and are intended solely to demonstrate potential capabilities of the platform. They are not representative of the experience of all clients or advisory firms.

Testimonials and statements of experience reflect the views of individual users and may not be representative of the experience of all firms or advisors. No compensation was provided in exchange for testimonials unless expressly disclosed. Past experiences do not guarantee future outcomes or success.

Descriptions of technology, automation, artificial intelligence, or platform features are based on current system design and intended functionality. Actual implementation and results may vary based on configuration, integration, user adoption, and other operational factors.

Investment models, strategies, and managers referenced are provided for informational purposes only. The availability of any strategy does not imply suitability for any particular investor or advisory client. Each investor's circumstances, objectives, and risk tolerance are unique, and advisors should conduct appropriate due diligence before selecting any investment strategy. Advisors should consult with qualified representatives regarding the suitability of any model or investment approach.

References to third-party managers, custodians, technology providers, or other firms are for informational purposes only and do not imply affiliation, endorsement, sponsorship, or approval by such entities unless explicitly stated.

UX Wealth Partners was named a finalist in the 2025 Wealth Management Industry Awards (the “Wealthies”), presented by WealthManagement.com / Informa Connect. The Wealthies are an annual awards program recognizing companies, organizations and individuals that demonstrate achievement in supporting the success of financial advisors. Finalists and winners are selected by an independent panel of industry judges based on quantitative and qualitative criteria, which may include innovation, scope, adoption, and overall impact.

Execution quality statistics, trading metrics, cost savings estimates, and related data are based on internally compiled information and/or third-party reports believed to be reliable but are not guaranteed as to accuracy or completeness.

Comparisons to other platforms, firms, or industry participants are based on publicly available information, internal analysis, or general industry observations and may not reflect all available providers or services. Individual experiences and costs may vary.

UX Wealth Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.