Upper Basin Capital (UBC) aims to help clients reach their investment goals through a thoroughly researched and systematic investment process. UBC provides discretionary asset management services via separately managed accounts, actively managing index options and other securities. UBC may customize its services and accept client restrictions.
Assets Under Management$2.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Upper Basin Capital's fees for managing your investments are negotiated and can range from 0.00% to 1.50% annually, based on the total value of your portfolio. Smaller accounts or those without performance-based fees will generally pay a higher rate, near 1.50%. Accounts with performance-based fees may pay as little as 0.00%.
Loading...