Uplevel Wealth provides customized financial planning and wealth management advice to help clients meet their financial goals. They gather information about your financial situation, risk tolerance, and investment timeline to develop a personal investment plan. They manage your portfolio to align with your objectives and asset allocation targets. They primarily use passive investment management with mutual funds and exchange traded funds. They also offer financial planning and consulting services for a fixed annual fee and project-based financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. When a sub-advisor is used, the above fee schedule does not include the sub-advisor’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management. Dimensional Fund Advisors LP (DFA): Annual fees to be paid directly to Sub-adviser for each account and will be 0.29% of the average daily value of the account assets under management by Sub-adviser, paid quarterly, in arrears.