Uptick Partners provides wealth management services, which include investment management, financial planning, and tax planning. Uptick Partners works with individuals, high net-worth families, trusts, estates, and business entities. The firm offers both discretionary and non-discretionary investment management, building diversified portfolios using exchange-traded funds, mutual funds, individual securities, structured notes, and alternative investments. Uptick Partners also provides standalone financial planning, retirement planning, insurance consulting, and business exit consulting. Additionally, the firm maintains an affiliated entity, Holistic Tax Solutions, to provide tax planning and preparation services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% based on a blended tier fee schedule. Fees are negotiable and may vary by client.