Upspring Capital offers investment advice and financial planning services, focusing on building portfolios to meet client needs. They help clients develop and execute plans to build and preserve wealth. Services include asset management, financial planning, and retirement plan services. They manage accounts on both a discretionary and non-discretionary basis. Upspring Capital also offers access to third-party money managers.
Assets Under Management$84M
Clients28
Advisors1
Avg. per Client$3M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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