Upkeep Financial LLC offers tailored investment management and comprehensive financial planning services. Upkeep Financial builds personalized portfolios based on your goals, risk tolerance, and tax situation, utilizing passive investment strategies, index funds, and exchange-traded funds. The firm also offers third-party investment managers and model portfolios when appropriate. In addition to managing investments, Upkeep Financial provides detailed financial planning covering tax-efficient investing, retirement planning, estate planning, cash flow and debt management, college savings, employee benefits, and risk management. Upkeep Financial is led by Andrew Donoghue, a Certified Financial Planner and Certified Public Accountant.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K+ | 0.50% |
Fees are negotiable. An additional fee of 0.25% applies when an outside manager is used.