Upper Left Wealth Management (ULWM) provides financial planning and investment management services. ULWM specializes in low-cost, tax-efficient passive and index portfolio management. Their services include financial planning, portfolio design, periodic reviews, rebalancing, tax-loss harvesting, and estate planning. ULWM uses Modern Portfolio Theory and offers three portfolios: Conservative, Core, and Aggressive. Financial planning is offered at no additional charge.
Assets Under Management$200M
Clients95
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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