US Growth Partners (UGP) provides investment management and financial planning services. For investment management, UGP can make trades for you without asking permission each time, or they can get your approval before each trade. Financial planning covers topics like retirement, investments, and estate planning. UGP creates investment strategies based on your goals and risk tolerance.
Assets Under Management$3.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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