WAYUP Wealth Building Group is an independent investment advisor that manages client money. WAYUP invests in individual stocks and ETFs, blending concentrated risk with diversification. WAYUP actively manages accounts based on client objectives. Accounts are established at Charles Schwab, and clients receive confirmations and statements directly from Schwab.
Assets Under Management$6.6M
Clients16
Advisors1
Avg. per Client$410K
Avg. per Advisor$6.6M
Fee Structure
Investment management only (planning not offered)
WAYUP Wealth Building Group charges 10% of the current billing year's gains. If there are no gains, there is no fee. Family members are charged 5%. Fees are negotiable.
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