Upleft Asset Management offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. Upleft Asset Management creates investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks and bonds. The firm also provides financial planning services covering areas like retirement, education, and estate planning. Upleft Asset Management may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$54M
Clients53
Advisors2
Avg. per Client$1M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.96% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.76% |
| $5M+ | 0.50% |
Fees may be negotiable for family, friends and nonprofit organizations. The Client’s fees will take into consideration the aggregate assets under management with Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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