Upkeep Financial manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering tax-efficient investing, retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Upkeep Financial may use third-party managers for portfolio management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
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% will be charged when an Outside Manager is used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...