1Up Financial Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, tax planning strategies, and content monetization review. Financial planning is offered on an ongoing or hourly basis.
Assets Under Management$1.4M
Clients6
Advisors1
Avg. per Client$230K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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