Upstate Advisors Group (UAG) provides investment management and advice to Taft-Hartley Plans (multi-employer plans). For some clients, UAG provides only asset allocation and investment advice for a flat annual fee. For other clients, UAG provides both investment advice and portfolio management services for a fee based on the value of the portfolio. UAG relies on Investment Policies Guidelines established by the committee and Trustees of the Plans.
Assets Under Management$18M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$9.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...