Uptown Advisors, operating as UTA, LLC, is a registered investment advisor that provides investment advice to clients based on their individual needs. Uptown Advisors starts with a financial plan to identify client needs and goals. Based on the client's circumstances, Uptown Advisors creates and manages a portfolio to meet those goals. Uptown Advisors also provides financial planning services encompassing various aspects of a client's financial situation and may introduce clients to other professionals like attorneys and accountants.
Fee Structure
Uptown Advisors charges an annual fee for managing your investments. This fee varies between 1.00% and 2.00% of the value of your portfolio, depending on the amount you invest and your specific needs. Fees may be negotiable. There is a household balance minimum of $25,000, but exceptions may be made.