Upbeat Financial offers financial planning and insurance planning services. For investment management, Upbeat works with third-party investment advisors, helping clients select an appropriate advisor based on their risk tolerance and goals. Upbeat does not directly manage client portfolios but provides ongoing advice and support. The firm's compensation comes from planning fees, fees assessed on assets managed by third-party advisors, and insurance commissions.
Assets Under Management$20M
Clients83
Advisors1
Avg. per Client$240K
Avg. per Advisor$20M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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