Level Up Financial Planning (LUFP) manages investment portfolios and provides financial planning services. They create personalized investment plans based on your goals, risk tolerance, and time horizon. LUFP offers both ongoing and project-based financial planning, covering topics like retirement, risk management, college savings, and estate planning. They also offer investment advisory services through third-party money managers.
Assets Under Management$5.4M
Clients53
Advisors1
Avg. per Client$100K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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