Uplift Investing provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Uplift Investing may also act as a subadvisor to other advisors. They primarily recommend equities and ETFs.
Assets Under Management$5.5M
Clients23
Advisors1
Avg. per Client$240K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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