UP&UP Capital provides financial planning advice on topics like cash flow, college savings, retirement, risk management, and estate planning. They also offer ongoing portfolio management services. Before engaging, clients receive a brochure and any potential conflicts of interest are disclosed. If you choose to work with UP&UP Capital, a written agreement is required, followed by a detailed analysis of your financial situation and goals.
Assets Under Management$120K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$120K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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