Wheels Up Wealth offers combined financial planning and investment management services, where they work with clients to develop and implement a financial plan, monitor it, and recommend changes as needed. They also offer project-based financial planning services on topics such as retirement planning, risk management, and college savings. Wheels Up Wealth manages investment portfolios based on the client's individual needs and goals.
Assets Under Management$130M
Clients114
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
For clients with assets under management ranging from $0-$1,000,000, we charge a flat fee of $10,000 per year. For fees on assets over $1,000,000, the fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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