StandUP Advisors helps individuals and families understand their finances and align their resources with their goals. As a fee-only firm, StandUP Advisors only receives compensation directly from clients. StandUP Advisors offers financial planning services covering budgeting, debt management, retirement, tax, education, and estate planning. Investment management services are also offered on a discretionary basis, using ETFs and other strategies.
Assets Under Management$1.4M
Clients13
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.80% |
Fees are negotiable for assets of $1,000,000 and above. The Core-Satellite Portfolio has a different fee structure: $500,000 - $1,000,000: 1.25%, $1,000,001 and above: Negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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