Up Financial USA provides ongoing investment management services to clients in the United States. They work with clients to understand their financial situation and goals, then actively manage their accounts by buying, selling, or holding various investments. Up Financial USA primarily invests in mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They do not participate in wrap fee programs.
Assets Under Management$2M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Fees are negotiable based on client type, potential for additional deposits, relationship with the advisor, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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