Upholdings Group is an investment advisory firm based in Nashville, Tennessee, providing portfolio management services primarily to high-net-worth individuals and families. The firm builds customized investment portfolios based on each client's unique goals, time horizon, and risk tolerance, utilizing fundamental bottom-up research and a long-term investment horizon. Upholdings Group takes discretionary trading authority, meaning the firm makes and implements trading decisions on behalf of clients without needing prior approval for each trade. Client assets are held with independent qualified custodians, including Interactive Brokers and Altruist Financial. The firm emphasizes risk management through asset allocation and regular portfolio monitoring, and it does not charge performance-based fees or accept third-party commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
The standard asset-based fee is 0.60% annually. Alternatively, the firm offers flat-fee arrangements ranging from $7,000 to $50,000 per year. Fees are negotiable.