Under Par Planning (UPP) offers financial planning and investment management. Financial planning covers goal creation, cash flow, debt, insurance, investments, education funding, retirement, taxes, and estate planning. UPP manages investment portfolios based on individual client objectives. They may use outside managers. UPP also offers tax preparation services. They provide three tiers of financial planning services: Resident, Associate, and House Member.
Assets Under Management$22M
Clients71
Advisors2
Avg. per Client$310K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.59% |
Associate Members exclude $100,000 of assets from the fee calculation. Resident Members exclude $300,000 of assets from the fee calculation. Pricing is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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