Upbeat Wealth offers financial planning, investment management, retirement plan consulting, and educational seminars to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Financial planning covers retirement, risk management, education funding, cash flow, debt management, and employee benefits. Investment management is offered on a discretionary basis, with portfolios tailored to client goals and risk tolerance.
Assets Under Management$15M
Clients19
Advisors2
Avg. per Client$770K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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