Upside Lab Advisors provides ongoing portfolio management and financial planning services tailored to individual goals, time horizons, and risk tolerances. Upside Lab Advisors builds a personalized investment policy statement for each client, focusing on asset allocation, investment strategy, and risk management. The firm primarily utilizes equities, exchange-traded funds, annuities, and bonds, and may also use options strategies. Financial planning covers areas such as retirement, taxes, college savings, life insurance, and debt management. Upside Lab Advisors requires authority to trade in client accounts without prior approval for each individual transaction.
Assets Under Management$1.7M
Clients4
Advisors1
Avg. per Client$420K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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