Upright Financial Corp. offers financial planning and portfolio management services to individuals and companies. Financial planning covers income, property, estate, tax, insurance, and retirement. Portfolio management involves investing in stocks, mutual funds, trust accounts, and pension accounts. Upright Financial meets with clients to review their financial situation and adjust their plans as needed.
Assets Under Management$83M
Clients42
Advisors1
Avg. per Client$2M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$250K
Upright Financial charges several fees for managing your investments:
- Initial Setup Fee: 2% of your initial investment and any additional funds added later.
- Asset Management Fee: A percentage of your portfolio, charged every six months. The percentage depends on the types of investments you hold:
- Pure stock portfolio: 3% per year (1.5% semi-annually)
- Mix portfolio (stock & mutual fund): 2.5% per year (1.25% semi-annually)
- Pure mutual fund portfolio: 2% per year (1% semi-annually)
- Performance-Based Fee: For accounts over $1,000,000, clients with a net worth over $2.1 million, and foreign investors, Upright Financial takes 30% of any annual return exceeding 23%.
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