Uptown Capital Advisors provides financial planning and investment management services. They develop investment plans and manage portfolios by identifying the ideal mix of asset classes, using low-cost diversified investments, rebalancing portfolios, and employing tax-loss harvesting strategies. They also offer financial planning using a 6-step process.
Assets Under Management$150M
Clients140
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$77M
www.uptowncapital.com ·www.facebook.com/uptowncapital ·www.linkedin.com/company/uptown-capital-advisors
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Advisory fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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