Up Capital Management offers continuous investment management, personalized financial planning, estate planning coordination, and retirement plan consulting. Up Capital Management builds customized portfolios using various investment strategies and models, typically keeping accounts custodied with Charles Schwab. The firm serves individuals, high-net-worth clients, trusts, estates, and pension plans, helping them navigate retirement, tax strategies, and asset allocation.
Assets Under Management$210M
Clients167
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.5% to 2.0% of assets under management and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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