Utica Physicians’ Association, Ltd. (UPAL) is a physician membership organization that provides IRA and Personal Investment Programs to retail investors. UPAL also offers a retirement investment program for participating defined contribution plans. For retail investors, UPAL helps determine their needs, evaluates investment strategies, and makes investment recommendations. UPAL favors passively managed mutual funds and ETFs and encourages a buy and hold strategy.
Assets Under Management$83M
Clients87
Advisors2
Avg. per Client$950K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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