Reaching Upward Financial Solutions LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and seek discretionary authority to manage investments. The firm also offers financial planning covering various areas like retirement, college, and debt, as well as tax preparation services. Educational seminars are provided free of charge.
Assets Under Management$300K
Clients3
Advisors1
Avg. per Client$100K
Avg. per Advisor$300K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.95% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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