UpFront Financial Planning is a fee-only registered investment advisor. UpFront offers financial planning and investment management services. Financial planning involves an array of subjects pertinent to building a comprehensive and custom plan. Investment management services are catered to the client’s goals, objectives, risk tolerance and time horizon.
Assets Under Management$15M
Clients40
Advisors1
Avg. per Client$380K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...