George Livadas is a registered investment advisor at Upslope Capital Management, LLC, based in Englewood, CO, with 8 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Upslope Capital Management charges either a management fee or a combination of a management fee and a performance-based fee. Clients who do not meet the definition of a "qualified client" typically pay a 2% annual management fee. Qualified clients can choose between the 2% management fee or a 0.75% management fee plus a 17.5% performance-based fee on net asset value appreciation, subject to a high water mark.
Location
Englewood, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Upslope Capital Management, LLC
State Registrations1 state
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