UP Fintech Asset Management provides investment advice and manages portfolios through its website using computer algorithms. The firm invests client portfolios in securities, exchange-traded funds, and mutual funds. UP Fintech monitors client portfolios to ensure consistency with stated objectives, with the firm having authority over investment selection and trading. Clients have limited ability to impose restrictions on investing.
Fee Structure
UP Fintech Asset Management charges a percentage of your portfolio's value each year for investment advisory services. The fees generally range from 0.25% to 2.00% depending on the complexity and level of service provided, the number of different accounts, and the total assets under management. The firm may allocate a portion of your assets to third-party investment advisors, mutual funds, or exchange-traded funds, and you will incur additional fees and expenses for those investments. Fees may be negotiable in certain circumstances.