Uptick Partners offers investment management, financial planning, and tax planning services to individuals, high net-worth individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. Investment management involves assessing client risk tolerance and objectives to manage portfolios. Financial planning covers various topics, and tax planning is advisory in nature. Uptick may use third-party managers and technology platforms.
Fee Structure
Uptick Partners offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 1.50%, based on a tiered schedule. The fee is calculated monthly, in arrears, based on the average daily balance of your investments. Fees are negotiable. Some clients may be enrolled in Altruist One, and the program fee of 0.12% per year of eligible household assets will be passed through to you. The total of Uptick's fee and the Altruist One fee will not exceed 2.00% per year.