Upstate Financial Planning (UFP) provides portfolio management based on individual client goals and risk tolerance. UFP creates investment plans and manages portfolios with discretionary authority. UFP also offers consulting services, including reviews of held-away assets, and financial planning covering investments, insurance, taxes, retirement, education, and debt/credit. UFP generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, hedge funds, ETFs, and other securities.
Assets Under Management$12M
Clients33
Advisors1
Avg. per Client$380K
Avg. per Advisor$12M
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 | 1.25% |
| $250K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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