MoveUp Financial provides investment management services tailored to individual client needs, focusing on equities and fixed income through exchange-traded funds. MoveUp uses proprietary indices and discretionary strategies. They also offer chief investment officer consulting services to other registered investment advisors. MoveUp requires clients to promptly notify them of any significant changes to their financial situation, goals, or objectives.
Assets Under Management$3.4M
Clients1
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
MoveUp Financial charges an annual fee of up to 1.25% of your portfolio. The fee is based on the value of your investments and is deducted monthly. The specific fee is negotiated with each client based on factors like the amount invested and the services provided.
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